Capital Advisory Group Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-27	Closed	-$1K	–	290
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	521
2021 Q2	$1K	Buy	27 +24	+800%	+$633	﹤0.01%	516
2021 Q1	$0	Hold	3	–	–	﹤0.01%	529
2020 Q4	$0	Hold	3	–	–	﹤0.01%	536
2020 Q3	$0	Buy	+3	New	+$84	﹤0.01%	502

Other funds holding GOVT

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

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

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

UCFA

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Capital Advisory Group Advisory Services's GOVT Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 27 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in GOVT in Q3 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 27 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in iShares US Treasury Bond ETF in Q3 2020 and held it in 5 quarters.
Capital Advisory Group Advisory Services's iShares US Treasury Bond ETF position peaked at $1K in Q3 2021.
593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.