MBA Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

MBA Advisors’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 Q2	–	Sell	-11,811	Closed	-$294K	–	140
2022 Q1	$294K	Buy	11,811 +805	+7%	+$20.6K	0.18%	115
2021 Q4	$294K	Sell	11,006 -3,030	-22%	-$80.2K	0.18%	115
2021 Q3	$372K	Sell	14,036 -5,409	-28%	-$145K	0.27%	89
2021 Q2	$517	Sell	19,445 -38,084	-66%	-$1.01M	0.24%	72
2021 Q1	$1.51K	Buy	+57,529	New	+$1.54M	0.83%	26

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

MBA Advisors's GOVT Position: Q2 2022 in Review

MBA Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 11,811 shares — an estimated $294K sold.

MBA Advisors first reported a position in GOVT in Q1 2021 and held it in 5 quarters. The position peaked at $372K in Q3 2021. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

MBA Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
MBA Advisors sold 11,811 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $294K.
MBA Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 5 quarters.
MBA Advisors's iShares US Treasury Bond ETF position peaked at $372K in Q3 2021.
577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on MBA Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.