KM
GOVT icon

Kalos Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kalos Management’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
Q1 		– Sell
-15,543
Closed -$411K – 234
2021
Q4 		$411K Buy
15,543
+1,016
+7% +$26.9K 0.11% 181
2021
Q3 		$385K Sell
14,527
-960
-6% -$25.7K 0.11% 182
2021
Q2 		$413K Sell
15,487
-2,515
-14% -$66.4K 0.17% 156
2021
Q1 		$473K Buy
18,002
+5,354
+42% +$143K 0.15% 160
2020
Q4 		$340K Buy
12,648
+2,857
+29% +$78.8K 0.15% 168
2020
Q3 		$269K Buy
9,791
+135
+1% +$3.79K 0.12% 181
2020
Q2 		$271K Buy
9,656
+1,712
+22% +$47.9K 0.11% 162
2020
Q1 		$221K Sell
7,944
-8,057
-50% -$216K 0.1% 171
2019
Q4 		$415K Buy
+16,001
New +$418K 0.15% 138

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return