CIP
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Capital Insight Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Capital Insight Partners’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
-12,069
Closed -$288K – 148
2022
Q2 		$288K Sell
12,069
-7,091
-37% -$171K 0.07% 143
2022
Q1 		$477K Sell
19,160
-6,594
-26% -$169K 0.1% 131
2021
Q4 		$687K Sell
25,754
-7,828
-23% -$207K 0.14% 120
2021
Q3 		$891K Hold
33,582
– – 0.19% 119
2021
Q2 		$893K Sell
33,582
-2,228
-6% -$58.8K 0.2% 118
2021
Q1 		$938K Hold
35,810
– – 0.23% 115
2020
Q4 		$975K Hold
35,810
– – 0.25% 112
2020
Q3 		$1M Hold
35,810
– – 0.28% 109
2020
Q2 		$1M Buy
+35,810
New +$1M 0.32% 102

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Truist Financial
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Morgan Stanley
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return