CAC
GOVT icon

Certified Advisory Corp’s iShares US Treasury Bond ETF GOVT Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-696
Closed -$18K – 411
2021
Q1 		$18K Buy
+696
New +$18.6K ﹤0.01% 512
2020
Q2 		$50K Sell
1,798
-3,879
-68% -$109K 0.02% 306
2020
Q1 		$159K Sell
5,677
-5,560
-49% -$149K 0.06% 180
2019
Q4 		$291K Sell
11,237
-1,761
-14% -$46K 0.09% 162
2019
Q3 		$342K Buy
12,998
+3,259
+33% +$85.1K 0.12% 147
2019
Q2 		$251K Buy
+9,739
New +$247K 0.09% 156

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return