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

Inscription Capital’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
2021
Q3 		– Sell
-20,473
Closed -$545K – 282
2021
Q2 		$545K Buy
+20,473
New +$540K 0.06% 190
2019
Q2 		– Sell
-3,926
Closed -$99K – 152
2019
Q1 		$99K Hold
3,926
– – 0.05% 160
2018
Q4 		$97K Buy
+3,926
New +$95.5K 0.05% 162

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Inscription Capital's GOVT Position: Q3 2021 in Review

Inscription Capital sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 20,473 shares — an estimated $545K sold.

Inscription Capital first reported a position in GOVT in Q4 2018 and held it in 3 quarters. The position peaked at $545K in Q2 2021. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

  • Inscription Capital reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 20,473 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $545K.
  • Inscription Capital first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
  • Inscription Capital's iShares US Treasury Bond ETF position peaked at $545K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.