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

Other funds holding GOVT

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

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

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 $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $18.2B AUM 22.02% 1-Year Est. Return

SCM

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

Capital Insight Partners's GOVT Position: Q3 2022 in Review

Capital Insight Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 12,069 shares — an estimated $288K sold.

Capital Insight Partners first reported a position in GOVT in Q2 2020 and held it in 9 quarters. The position peaked at $1M in Q2 2020. 579 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

Capital Insight Partners reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Capital Insight Partners sold 12,069 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $288K.
Capital Insight Partners first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 9 quarters.
Capital Insight Partners's iShares US Treasury Bond ETF position peaked at $1M in Q2 2020.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Capital Insight Partners's 13F filing for Q3 2022, filed 20 Oct 2022.