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

CGN 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
2022
Q4 		– Sell
-17,603
Closed -$401K – 221
2022
Q3 		$401K Buy
+17,603
New +$417K 0.1% 178

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGN Advisors's GOVT Position: Q4 2022 in Review

CGN Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 17,603 shares — an estimated $401K sold.

CGN Advisors first reported a position in GOVT in Q3 2022 and held it in 1 quarter. The position peaked at $401K in Q3 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • CGN Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CGN Advisors sold 17,603 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $401K.
  • CGN Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • CGN Advisors's iShares US Treasury Bond ETF position peaked at $401K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on CGN Advisors's 13F filing for Q4 2022, filed 9 Jan 2023.