KCA
GOVT icon

Karn Couzens & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Karn Couzens & Associates’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 		$527K Sell
21,146
-206
-1% -$5.28K 0.33% 43
2021
Q4 		$570K Buy
21,352
+655
+3% +$17.3K 0.39% 36
2021
Q3 		$549K Buy
20,697
+2,290
+12% +$61.3K 0.42% 33
2021
Q2 		$490K Sell
18,407
-1,234
-6% -$32.6K 0.38% 34
2021
Q1 		$514K Hold
19,641
– – 0.46% 34
2020
Q4 		$535K Buy
+19,641
New +$542K 0.51% 32

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 $1.56T 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 $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Karn Couzens & Associates's GOVT Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.96% in Q1 2022, selling an estimated $5.28K and leaving 21,146 shares worth $527K. The position accounts for 0.33% of the portfolio, ranked #43.

Karn Couzens & Associates first reported a position in GOVT in Q4 2020 and has held it in 6 quarters since. The position peaked at $570K in Q4 2021. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Karn Couzens & Associates held 21,146 shares of iShares US Treasury Bond ETF worth $527K as of Q1 2022.
  • Karn Couzens & Associates sold 206 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $5.28K.
  • iShares US Treasury Bond ETF made up 0.33% of Karn Couzens & Associates's portfolio in Q1 2022, its #43 holding.
  • Karn Couzens & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's iShares US Treasury Bond ETF position peaked at $570K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.