Chicago Partners Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Chicago Partners Investment Group’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 Q1	–	Sell	-75,100	Closed	-$1.92M	–	584
2021 Q4	$1.92M	Sell	75,100 -154,955	-67%	-$4.1M	0.14%	148
2021 Q3	$6.08M	Buy	230,055 +791	+0.3%	+$21.2K	0.43%	56
2021 Q2	$6.14M	Buy	229,264 +544	+0.2%	+$14.4K	0.46%	49
2021 Q1	$6.04M	Buy	+228,720	New	+$6.11M	0.5%	46
2018 Q4	–	Sell	-3,137	Closed	-$76K	–	564
2018 Q3	$76K	Hold	3,137	–	–	0.01%	453
2018 Q2	$77K	Hold	3,137	–	–	0.01%	419
2018 Q1	$77K	Hold	3,137	–	–	0.01%	389
2017 Q4	$79K	Hold	3,137	–	–	0.01%	387
2017 Q3	$79K	Buy	+3,137	New	+$79.5K	0.01%	374
2017 Q2	–	Sell	-2,372	Closed	-$59K	–	703
2017 Q1	$59K	Buy	+2,372	New	+$59.3K	0.02%	300

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chicago Partners Investment Group's GOVT Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 75,100 shares — an estimated $1.92M sold.

Chicago Partners Investment Group first reported a position in GOVT in Q1 2017 and held it in 10 quarters. The position peaked at $6.14M in Q2 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

Chicago Partners Investment Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 75,100 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $1.92M.
Chicago Partners Investment Group first reported a position in iShares US Treasury Bond ETF in Q1 2017 and held it in 10 quarters.
Chicago Partners Investment Group's iShares US Treasury Bond ETF position peaked at $6.14M in Q2 2021.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.