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Advisor Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Advisor Group’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$166M Buy
6,396,749
+1,690,891
+36% +$44.2M 1.15% 12
2019
Q3 		$124M Buy
4,705,858
+341,711
+8% +$8.92M 0.91% 18
2019
Q2 		$113M Buy
4,364,147
+2,284,636
+110% +$57.8M 0.86% 20
2019
Q1 		$52.5M Buy
2,079,511
+1,438,361
+224% +$35.8M 0.43% 41
2018
Q4 		$15.8M Buy
641,150
+78,885
+14% +$1.92M 0.16% 119
2018
Q3 		$13.7M Buy
562,265
+241,458
+75% +$5.92M 0.14% 132
2018
Q2 		$7.9M Buy
320,807
+28,190
+10% +$690K 0.11% 174
2018
Q1 		$7.22M Buy
292,617
+289,241
+8,568% +$7.14M 0.1% 187
2017
Q4 		$85K Sell
3,376
-596
-15% -$15K ﹤0.01% 2691
2017
Q3 		$100K Buy
3,972
+1,655
+71% +$41.9K ﹤0.01% 2407
2017
Q2 		$58K Sell
2,317
-209
-8% -$5.28K ﹤0.01% 2724
2017
Q1 		$63K Sell
2,526
-951
-27% -$23.8K ﹤0.01% 2521
2016
Q4 		$87K Buy
3,477
+1,443
+71% +$36.6K ﹤0.01% 2173
2016
Q3 		$53K Sell
2,034
-2,535
-55% -$66.3K ﹤0.01% 2492
2016
Q2 		$117K Buy
+4,569
New +$118K ﹤0.01% 1812

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Advisor Group's GOVT Position: Q4 2019 in Review

Advisor Group increased its iShares US Treasury Bond ETF (GOVT) stake by 36% in Q4 2019, buying an estimated $44.2M and bringing the position to 6,396,749 shares worth $166M. The position accounts for 1.15% of the portfolio, ranked #12.

Advisor Group first reported a position in GOVT in Q2 2016 and has held it in 15 quarters since. 377 funds tracked by Wall St. Rank hold GOVT as of Q4 2019.

  • Advisor Group held 6,396,749 shares of iShares US Treasury Bond ETF worth $166M as of Q4 2019.
  • Advisor Group bought 1,690,891 iShares US Treasury Bond ETF shares in Q4 2019, an estimated $44.2M.
  • iShares US Treasury Bond ETF made up 1.15% of Advisor Group's portfolio in Q4 2019, its #12 holding.
  • Advisor Group first reported a position in iShares US Treasury Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 377 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.