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Independence Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Independence Trust’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
Q4 		– Sell
-12,000
Closed -$303K – 79
2017
Q3 		$303K Hold
12,000
– – 0.35% 49
2017
Q2 		$303K Buy
+12,000
New +$303K 0.36% 49

Other funds holding GOVT

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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Cobblestone Capital Advisors
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Independence Trust's GOVT Position: Q4 2017 in Review

Independence Trust sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2017, closing a stake of 12,000 shares — an estimated $303K sold.

Independence Trust first reported a position in GOVT in Q2 2017 and held it in 2 quarters. The position peaked at $303K in Q3 2017. 143 funds tracked by Wall St. Rank hold GOVT as of Q4 2017.

  • Independence Trust reported no remaining iShares US Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Independence Trust sold 12,000 iShares US Treasury Bond ETF shares in Q4 2017, an estimated $303K.
  • Independence Trust first reported a position in iShares US Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Independence Trust's iShares US Treasury Bond ETF position peaked at $303K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.