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Biltmore Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Biltmore Capital 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
2021
Q4 		$4.89M Sell
183,257
-316
-0.2% -$8.37K 0.82% 27
2021
Q3 		$4.87M Sell
183,573
-78,689
-30% -$2.11M 0.9% 31
2021
Q2 		$6.98M Buy
262,262
+38,863
+17% +$1.03M 1.28% 17
2021
Q1 		$5.85M Buy
223,399
+129,080
+137% +$3.45M 1.27% 21
2020
Q4 		$2.57M Buy
+94,319
New +$2.6M 0.7% 30

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Biltmore Capital Advisors's GOVT Position: Q4 2021 in Review

Biltmore Capital Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.17% in Q4 2021, selling an estimated $8.37K and leaving 183,257 shares worth $4.89M. The position accounts for 0.82% of the portfolio, ranked #27.

Biltmore Capital Advisors first reported a position in GOVT in Q4 2020 and has held it in 5 quarters since. The position peaked at $6.98M in Q2 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Biltmore Capital Advisors held 183,257 shares of iShares US Treasury Bond ETF worth $4.89M as of Q4 2021.
  • Biltmore Capital Advisors sold 316 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $8.37K.
  • iShares US Treasury Bond ETF made up 0.82% of Biltmore Capital Advisors's portfolio in Q4 2021, its #27 holding.
  • Biltmore Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • Biltmore Capital Advisors's iShares US Treasury Bond ETF position peaked at $6.98M in Q2 2021.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.