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

InterOcean Capital Group’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
Q3 		– Sell
-8,380
Closed -$200K – 426
2022
Q2 		$200K Buy
+8,380
New +$202K 0.01% 391

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

InterOcean Capital Group's GOVT Position: Q3 2022 in Review

InterOcean Capital Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 8,380 shares — an estimated $200K sold.

InterOcean Capital Group first reported a position in GOVT in Q2 2022 and held it in 1 quarter. The position peaked at $200K in Q2 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

  • InterOcean Capital Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • InterOcean Capital Group sold 8,380 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $200K.
  • InterOcean Capital Group first reported a position in iShares US Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • InterOcean Capital Group's iShares US Treasury Bond ETF position peaked at $200K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on InterOcean Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.