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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AGF Investments Inc's GOVT Position: Q3 2022 in Review

AGF Investments Inc opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2022: 10,012 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: AGF Investments Inc previously reported a position in GOVT as recently as Q4 2021.

AGF Investments Inc first reported a position in GOVT in Q1 2020 and has held it in 9 quarters since. The position peaked at $235K in Q1 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

AGF Investments Inc held 10,012 shares of iShares US Treasury Bond ETF worth $228K as of Q3 2022.
iShares US Treasury Bond ETF was a new AGF Investments Inc position in Q3 2022.
iShares US Treasury Bond ETF made up ﹤0.01% of AGF Investments Inc's portfolio in Q3 2022, its #442 holding.
AGF Investments Inc first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 9 quarters since.
AGF Investments Inc's iShares US Treasury Bond ETF position peaked at $235K in Q1 2021.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.