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FLC Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

FLC Capital 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
2023
Q1 		– Sell
-17,220
Closed -$391K – 157
2022
Q4 		$391K Sell
17,220
-17,619
-51% -$400K 0.12% 107
2022
Q3 		$793K Sell
34,839
-3,777
-10% -$89.5K 0.28% 70
2022
Q2 		$923K Sell
38,616
-402,675
-91% -$9.69M 0.31% 72
2022
Q1 		$11M Sell
441,291
-288,879
-40% -$7.4M 3.08% 6
2021
Q4 		$19.5M Sell
730,170
-46,972
-6% -$1.24M 5.41% 2
2021
Q3 		$20.6M Sell
777,142
-20,009
-3% -$536K 6.08% 1
2021
Q2 		$21.2M Buy
797,151
+29,709
+4% +$784K 6.24% 1
2021
Q1 		$20.1M Buy
767,442
+92,204
+14% +$2.46M 6.29% 1
2020
Q4 		$18.4M Buy
675,238
+6,988
+1% +$193K 6.11% 1
2020
Q3 		$18.5M Buy
668,250
+189,925
+40% +$5.33M 6.78% 1
2020
Q2 		$13.4M Buy
478,325
+408,791
+588% +$11.4M 5.3% 2
2020
Q1 		$1.95M Buy
+69,534
New +$1.87M 0.91% 19

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLC Capital Advisors's GOVT Position: Q1 2023 in Review

FLC Capital Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 17,220 shares — an estimated $391K sold.

FLC Capital Advisors first reported a position in GOVT in Q1 2020 and held it in 12 quarters. The position peaked at $21.2M in Q2 2021. 630 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • FLC Capital Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • FLC Capital Advisors sold 17,220 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $391K.
  • FLC Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 12 quarters.
  • FLC Capital Advisors's iShares US Treasury Bond ETF position peaked at $21.2M in Q2 2021.
  • 630 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on FLC Capital Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.