Gemmer Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-1,239	Closed	-$30K	–	504
2022 Q1	$30K	Hold	1,239	–	–	﹤0.01%	391
2021 Q4	$33K	Hold	1,239	–	–	﹤0.01%	365
2021 Q3	$33K	Hold	1,239	–	–	﹤0.01%	334
2021 Q2	$33K	Hold	1,239	–	–	﹤0.01%	376
2021 Q1	$32K	Hold	1,239	–	–	0.01%	352
2020 Q4	$34K	Hold	1,239	–	–	0.01%	307
2020 Q3	$35K	Hold	1,239	–	–	0.01%	267
2020 Q2	$35K	Hold	1,239	–	–	0.01%	260
2020 Q1	$35K	Hold	1,239	–	–	0.01%	224
2019 Q4	$32K	Hold	1,239	–	–	0.01%	271
2019 Q3	$33K	Buy	+1,239	New	+$32.4K	0.01%	259
2014 Q3	–	Sell	-1	Closed	–	–	1435
2014 Q2	$0	Buy	+1	New	+$25	﹤0.01%	1450

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Gemmer Asset Management's GOVT Position: Q2 2022 in Review

Gemmer Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 1,239 shares — an estimated $30K sold.

Gemmer Asset Management first reported a position in GOVT in Q2 2014 and held it in 12 quarters. The position peaked at $35K in Q3 2020. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Gemmer Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 1,239 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $30K.
Gemmer Asset Management first reported a position in iShares US Treasury Bond ETF in Q2 2014 and held it in 12 quarters.
Gemmer Asset Management's iShares US Treasury Bond ETF position peaked at $35K in Q3 2020.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.