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Allegis Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Allegis Investment Advisors’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
2018
Q1 		$5.67M Buy
229,454
+42,104
+22% +$1.04M 1.74% 13
2017
Q4 		$4.7M Buy
+187,350
New +$4.71M 1.39% 14

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allegis Investment Advisors's GOVT Position: Q1 2018 in Review

Allegis Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 22% in Q1 2018, buying an estimated $1.04M and bringing the position to 229,454 shares worth $5.67M. The position accounts for 1.74% of the portfolio, ranked #13.

Allegis Investment Advisors first reported a position in GOVT in Q4 2017 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold GOVT as of Q1 2018.

  • Allegis Investment Advisors held 229,454 shares of iShares US Treasury Bond ETF worth $5.67M as of Q1 2018.
  • Allegis Investment Advisors bought 42,104 iShares US Treasury Bond ETF shares in Q1 2018, an estimated $1.04M.
  • iShares US Treasury Bond ETF made up 1.74% of Allegis Investment Advisors's portfolio in Q1 2018, its #13 holding.
  • Allegis Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2017 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.