Client First Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Client First Capital’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 Q3	–	Sell	-8,421	Closed	-$201K	–	22
2022 Q2	$201K	Sell	8,421 -2,114	-20%	-$50.9K	0.15%	23
2022 Q1	$262K	Sell	10,535 -2,607	-20%	-$66.8K	0.18%	22
2021 Q4	$351K	Buy	+13,142	New	+$348K	0.25%	24

Other funds holding GOVT

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Client First Capital's GOVT Position: Q3 2022 in Review

Client First Capital sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 8,421 shares — an estimated $201K sold.

Client First Capital first reported a position in GOVT in Q4 2021 and held it in 3 quarters. The position peaked at $351K in Q4 2021. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

Client First Capital reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Client First Capital sold 8,421 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $201K.
Client First Capital first reported a position in iShares US Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
Client First Capital's iShares US Treasury Bond ETF position peaked at $351K in Q4 2021.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Client First Capital's 13F filing for Q3 2022, filed 12 Oct 2022.