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

Capital Directions 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
2022 Q3	–	Sell	-695	Closed	-$16.5K	–	169
2022 Q2	$17K	Hold	695	–	–	0.01%	188
2022 Q1	$17K	Buy	+695	New	+$17.8K	0.01%	210
2021 Q4	–	Sell	-3,560	Closed	-$94K	–	120
2021 Q3	$94K	Buy	3,560 +2,865	+412%	+$76.7K	0.03%	92
2021 Q2	$18K	Buy	+695	New	+$18.3K	0.01%	178
2021 Q1	–	Sell	-695	Closed	-$19K	–	241
2020 Q4	$19K	Hold	695	–	–	0.01%	154
2020 Q3	$19K	Hold	695	–	–	0.01%	158
2020 Q2	$19K	Hold	695	–	–	0.01%	160
2020 Q1	$19K	Hold	695	–	–	0.01%	168
2019 Q4	$18K	Buy	+695	New	+$18.2K	0.01%	194
2019 Q3	–	Sell	-926	Closed	-$24K	–	241
2019 Q2	$24K	Buy	+926	New	+$23.4K	0.01%	71

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SCM

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

Capital Directions Investment Advisors's GOVT Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 695 shares — an estimated $16.5K sold.

Capital Directions Investment Advisors first reported a position in GOVT in Q2 2019 and held it in 10 quarters. The position peaked at $94K in Q3 2021. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

Capital Directions Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 695 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $16.5K.
Capital Directions Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 10 quarters.
Capital Directions Investment Advisors's iShares US Treasury Bond ETF position peaked at $94K in Q3 2021.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.