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

Cardan Capital 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
2021 Q1	–	Sell	-1,033,636	Closed	-$28.2M	–	249
2020 Q4	$28.2M	Buy	1,033,636 +134,754	+15%	+$3.72M	3.47%	6
2020 Q3	$25.1M	Buy	898,882 +139,907	+18%	+$3.92M	3.34%	5
2020 Q2	$21.2M	Buy	758,975 +12,868	+2%	+$360K	3.04%	4
2020 Q1	$20.9M	Buy	+746,107	New	+$20M	3.47%	7
2019 Q3	–	Sell	-8,248	Closed	-$213K	–	186
2019 Q2	$213K	Buy	+8,248	New	+$209K	0.03%	161
2019 Q1	–	Sell	-317,472	Closed	-$7.83M	–	175
2018 Q4	$7.83M	Buy	+317,472	New	+$7.72M	1.38%	18

Other funds holding GOVT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cardan Capital Partners's GOVT Position: Q1 2021 in Review

Cardan Capital Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 1,033,636 shares — an estimated $28.2M sold.

Cardan Capital Partners first reported a position in GOVT in Q4 2018 and held it in 6 quarters. The position peaked at $28.2M in Q4 2020. 516 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

Cardan Capital Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Cardan Capital Partners sold 1,033,636 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $28.2M.
Cardan Capital Partners first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 6 quarters.
Cardan Capital Partners's iShares US Treasury Bond ETF position peaked at $28.2M in Q4 2020.
516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Cardan Capital Partners's 13F filing for Q1 2021, filed 13 Apr 2021.