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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Certified Advisory Corp's GOVT Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 696 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in GOVT in Q2 2019 and held it in 6 quarters. The position peaked at $342K in Q3 2019. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

Certified Advisory Corp reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 696 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's iShares US Treasury Bond ETF position peaked at $342K in Q3 2019.
518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.