AII
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AGF Investments Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

AGF Investments Inc’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
2022
Q3 		$228K Buy
+10,012
New +$237K ﹤0.01% 442
2022
Q1 		– Sell
-6,297
Closed -$168K – 562
2021
Q4 		$168K Sell
6,297
-2,180
-26% -$57.7K ﹤0.01% 657
2021
Q3 		$225K Buy
8,477
+628
+8% +$16.8K ﹤0.01% 517
2021
Q2 		$209K Sell
7,849
-1,136
-13% -$30K ﹤0.01% 548
2021
Q1 		$235K Buy
8,985
+1,937
+27% +$51.8K ﹤0.01% 568
2020
Q4 		$192K Buy
7,048
+2,888
+69% +$79.7K ﹤0.01% 624
2020
Q3 		$116K Buy
4,160
+816
+24% +$22.9K ﹤0.01% 687
2020
Q2 		$94K Sell
3,344
-1,866
-36% -$52.2K ﹤0.01% 684
2020
Q1 		$146K Buy
+5,210
New +$140K ﹤0.01% 643

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return