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

Crescent Grove 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
2021
Q2 		– Sell
-10,850
Closed -$284K – 264
2021
Q1 		$284K Sell
10,850
-14,689
-58% -$392K 0.03% 169
2020
Q4 		$696K Sell
25,539
-9,699
-28% -$268K 0.09% 94
2020
Q3 		$985K Hold
35,238
– – 0.2% 69
2020
Q2 		$986K Hold
35,238
– – 0.21% 62
2020
Q1 		$987K Sell
35,238
-5,670
-14% -$152K 0.22% 53
2019
Q4 		$1.06M Buy
+40,908
New +$1.07M 0.18% 68

Other funds holding GOVT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Crescent Grove Advisors's GOVT Position: Q2 2021 in Review

Crescent Grove Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 10,850 shares — an estimated $284K sold.

Crescent Grove Advisors first reported a position in GOVT in Q4 2019 and held it in 6 quarters. The position peaked at $1.06M in Q4 2019. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • Crescent Grove Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Crescent Grove Advisors sold 10,850 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $284K.
  • Crescent Grove Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 6 quarters.
  • Crescent Grove Advisors's iShares US Treasury Bond ETF position peaked at $1.06M in Q4 2019.
  • 518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Crescent Grove Advisors's 13F filing for Q2 2021, filed 26 Jul 2021.