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

Capital Advisors Ltd’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
2024
Q3 		– Sell
-64
Closed -$1K – 1478
2024
Q2 		$1K Hold
64
– – ﹤0.01% 1200
2024
Q1 		$1K Hold
64
– – ﹤0.01% 1189
2023
Q4 		$1K Buy
+64
New +$1.43K ﹤0.01% 1149

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Advisors Ltd's GOVT Position: Q3 2024 in Review

Capital Advisors Ltd sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2024, closing a stake of 64 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in GOVT in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 720 funds tracked by Wall St. Rank hold GOVT as of Q3 2024.

  • Capital Advisors Ltd reported no remaining iShares US Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 64 iShares US Treasury Bond ETF shares in Q3 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in iShares US Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Capital Advisors Ltd's iShares US Treasury Bond ETF position peaked at $1K in Q2 2024.
  • 720 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2024.

Based on Capital Advisors Ltd's 13F filing for Q3 2024, filed 24 Oct 2024.