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Freestone Capital Holdings’s iShares US Treasury Bond ETF GOVT Stock Holding History

Freestone Capital Holdings’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
-9,258
Closed -$210K – 385
2022
Q4 		$210K Buy
+9,258
New +$210K 0.01% 339
2022
Q3 		– Sell
-18,977
Closed -$454K – 402
2022
Q2 		$454K Buy
18,977
+1,126
+6% +$27.1K 0.02% 276
2022
Q1 		$445K Buy
+17,851
New +$457K 0.02% 376
2021
Q1 		– Sell
-297
Closed -$8.09K – 672
2020
Q4 		$8.09K Hold
297
– – ﹤0.01% 902
2020
Q3 		$8.3K Buy
+297
New +$8.33K ﹤0.01% 781

Other funds holding GOVT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freestone Capital Holdings's GOVT Position: Q1 2023 in Review

Freestone Capital Holdings sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 9,258 shares — an estimated $210K sold.

Freestone Capital Holdings first reported a position in GOVT in Q3 2020 and held it in 5 quarters. The position peaked at $454K in Q2 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • Freestone Capital Holdings reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Freestone Capital Holdings sold 9,258 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $210K.
  • Freestone Capital Holdings first reported a position in iShares US Treasury Bond ETF in Q3 2020 and held it in 5 quarters.
  • Freestone Capital Holdings's iShares US Treasury Bond ETF position peaked at $454K in Q2 2022.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Freestone Capital Holdings's 13F filing for Q1 2023, filed 12 May 2023.