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Freedom Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Freedom Investment Management’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
2015
Q3 		– Sell
-28,828
Closed -$721K – 699
2015
Q2 		$721K Sell
28,828
-946
-3% -$23.9K 0.07% 237
2015
Q1 		$760K Buy
29,774
+2,037
+7% +$51.8K 0.08% 195
2014
Q4 		$698K Buy
+27,737
New +$696K 0.09% 207

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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Freedom Investment Management's GOVT Position: Q3 2015 in Review

Freedom Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2015, closing a stake of 28,828 shares — an estimated $721K sold.

Freedom Investment Management first reported a position in GOVT in Q4 2014 and held it in 3 quarters. The position peaked at $760K in Q1 2015. 50 funds tracked by Wall St. Rank hold GOVT as of Q3 2015.

  • Freedom Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Freedom Investment Management sold 28,828 iShares US Treasury Bond ETF shares in Q3 2015, an estimated $721K.
  • Freedom Investment Management first reported a position in iShares US Treasury Bond ETF in Q4 2014 and held it in 3 quarters.
  • Freedom Investment Management's iShares US Treasury Bond ETF position peaked at $760K in Q1 2015.
  • 50 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2015.

Based on Freedom Investment Management's 13F filing for Q3 2015, filed 13 Oct 2015.