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

Capital CS Group’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 Q2	–	Sell	-49,717	Closed	-$1.24M	–	63
2022 Q1	$1.24M	Buy	49,717 +5,769	+13%	+$148K	1.08%	12
2021 Q4	$1.17M	Buy	43,948 +26,790	+156%	+$709K	0.92%	11
2021 Q3	$456K	Buy	17,158 +4,428	+35%	+$119K	0.42%	45
2021 Q2	$339K	Buy	12,730 +639	+5%	+$16.9K	0.27%	52
2021 Q1	$317K	Buy	+12,091	New	+$323K	0.31%	46

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SCM

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

Capital CS Group's GOVT Position: Q2 2022 in Review

Capital CS Group sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 49,717 shares — an estimated $1.24M sold.

Capital CS Group first reported a position in GOVT in Q1 2021 and held it in 5 quarters. The position peaked at $1.24M in Q1 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Capital CS Group reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Capital CS Group sold 49,717 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $1.24M.
Capital CS Group first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 5 quarters.
Capital CS Group's iShares US Treasury Bond ETF position peaked at $1.24M in Q1 2022.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Capital CS Group's 13F filing for Q2 2022, filed 19 Jul 2022.