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GOVT icon

Colony Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Colony 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
2016
Q1 		– Sell
-1,059
Closed -$27K – 397
2015
Q4 		$27K Hold
1,059
– – ﹤0.01% 536
2015
Q3 		$27K Buy
+1,059
New +$26.7K ﹤0.01% 517

Other funds holding GOVT

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Colony Group's GOVT Position: Q1 2016 in Review

Colony Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2016, closing a stake of 1,059 shares — an estimated $27K sold.

Colony Group first reported a position in GOVT in Q3 2015 and held it in 2 quarters. The position peaked at $27K in Q4 2015. 73 funds tracked by Wall St. Rank hold GOVT as of Q1 2016.

  • Colony Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Colony Group sold 1,059 iShares US Treasury Bond ETF shares in Q1 2016, an estimated $27K.
  • Colony Group first reported a position in iShares US Treasury Bond ETF in Q3 2015 and held it in 2 quarters.
  • Colony Group's iShares US Treasury Bond ETF position peaked at $27K in Q4 2015.
  • 73 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2016.

Based on Colony Group's 13F filing for Q1 2016, filed 16 May 2016.