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

Capital 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
2023
Q4 		– Sell
-10,198
Closed -$225K – 634
2023
Q3 		$225K Sell
10,198
-19,309
-65% -$435K 0.01% 525
2023
Q2 		$676K Buy
+29,507
New +$684K 0.02% 298
2022
Q3 		– Sell
-14,618
Closed -$349K – 555
2022
Q2 		$349K Buy
+14,618
New +$352K 0.01% 392

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Investment Advisors's GOVT Position: Q4 2023 in Review

Capital Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 10,198 shares — an estimated $225K sold.

Capital Investment Advisors first reported a position in GOVT in Q2 2022 and held it in 3 quarters. The position peaked at $676K in Q2 2023. 709 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

  • Capital Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 10,198 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $225K.
  • Capital Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
  • Capital Investment Advisors's iShares US Treasury Bond ETF position peaked at $676K in Q2 2023.
  • 709 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Capital Investment Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.