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

Davidson Investment 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
2017
Q3 		– Sell
-2,625
Closed -$66K – 139
2017
Q2 		$66K Buy
2,625
+1,040
+66% +$26.3K 0.01% 123
2017
Q1 		$39K Buy
1,585
+496
+46% +$12.4K 0.01% 142
2016
Q4 		$27K Buy
+1,089
New +$27.6K ﹤0.01% 158

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davidson Investment Advisors's GOVT Position: Q3 2017 in Review

Davidson Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2017, closing a stake of 2,625 shares — an estimated $66K sold.

Davidson Investment Advisors first reported a position in GOVT in Q4 2016 and held it in 3 quarters. The position peaked at $66K in Q2 2017. 114 funds tracked by Wall St. Rank hold GOVT as of Q3 2017.

  • Davidson Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 2,625 iShares US Treasury Bond ETF shares in Q3 2017, an estimated $66K.
  • Davidson Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2016 and held it in 3 quarters.
  • Davidson Investment Advisors's iShares US Treasury Bond ETF position peaked at $66K in Q2 2017.
  • 114 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.