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Integrated Investment Consultants’s iShares US Treasury Bond ETF GOVT Stock Holding History

Integrated Investment Consultants’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
Q3 		– Sell
-14,375
Closed -$329K – 249
2023
Q2 		$329K Hold
14,375
– – 0.1% 173
2023
Q1 		$336K Sell
14,375
-2,025
-12% -$46.8K 0.11% 174
2022
Q4 		$373K Sell
16,400
-6,371
-28% -$145K 0.13% 133
2022
Q3 		$518K Buy
22,771
+7,582
+50% +$180K 0.21% 74
2022
Q2 		$363K Buy
15,189
+996
+7% +$24K 0.13% 120
2022
Q1 		$354K Buy
14,193
+2,759
+24% +$70.7K 0.1% 195
2021
Q4 		$305K Buy
11,434
+1,169
+11% +$31K 0.08% 227
2021
Q3 		$272K Buy
+10,265
New +$275K 0.08% 225

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Integrated Investment Consultants's GOVT Position: Q3 2023 in Review

Integrated Investment Consultants sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2023, closing a stake of 14,375 shares — an estimated $329K sold.

Integrated Investment Consultants first reported a position in GOVT in Q3 2021 and held it in 8 quarters. The position peaked at $518K in Q3 2022. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • Integrated Investment Consultants reported no remaining iShares US Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Integrated Investment Consultants sold 14,375 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $329K.
  • Integrated Investment Consultants first reported a position in iShares US Treasury Bond ETF in Q3 2021 and held it in 8 quarters.
  • Integrated Investment Consultants's iShares US Treasury Bond ETF position peaked at $518K in Q3 2022.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Integrated Investment Consultants's 13F filing for Q3 2023, filed 17 Oct 2023.