ICP
GOVT icon

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

Interchange Capital Partners’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
Q2 		– Sell
-9,343
Closed -$244K – 140
2021
Q1 		$244K Sell
9,343
-156
-2% -$4.17K 0.13% 195
2020
Q4 		$258K Buy
+9,499
New +$262K 0.14% 165

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Interchange Capital Partners's GOVT Position: Q2 2021 in Review

Interchange Capital Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 9,343 shares — an estimated $244K sold.

Interchange Capital Partners first reported a position in GOVT in Q4 2020 and held it in 2 quarters. The position peaked at $258K in Q4 2020. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • Interchange Capital Partners reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 9,343 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $244K.
  • Interchange Capital Partners first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's iShares US Treasury Bond ETF position peaked at $258K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Interchange Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.