Mid Atlantic Financial Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$7.79M	Sell	293,669 -82,798	-22%	-$2.22M	0.52%	30
2021 Q2	$10M	Buy	376,467 +98,911	+36%	+$2.61M	0.67%	20
2021 Q1	$7.27M	Buy	277,556 +40,259	+17%	+$1.08M	0.53%	36
2020 Q4	$6.46M	Sell	237,297 -3,129	-1%	-$86.3K	0.5%	38
2020 Q3	$6.62M	Sell	240,426 -2,352	-1%	-$65.9K	0.58%	29
2020 Q2	$6.79M	Sell	242,778 -23,853	-9%	-$667K	0.65%	29
2020 Q1	$7.47M	Sell	266,631 -13,454	-5%	-$361K	0.86%	17
2019 Q4	$7.26M	Buy	280,085 +2,925	+1%	+$76.4K	0.68%	24
2019 Q3	$7.3M	Buy	277,160 +44,629	+19%	+$1.17M	0.78%	22
2019 Q2	$6M	Buy	232,531 +51,740	+29%	+$1.31M	0.62%	25
2019 Q1	$4.56M	Buy	180,791 +50,185	+38%	+$1.25M	0.5%	36
2018 Q4	$3.22M	Buy	+130,606	New	+$3.18M	0.4%	55

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 $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

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

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

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mid Atlantic Financial Management's GOVT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 22% in Q3 2021, selling an estimated $2.22M and leaving 293,669 shares worth $7.79M. The position accounts for 0.52% of the portfolio, ranked #30.

Mid Atlantic Financial Management first reported a position in GOVT in Q4 2018 and has held it in 12 quarters since. The position peaked at $10M in Q2 2021. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

Mid Atlantic Financial Management held 293,669 shares of iShares US Treasury Bond ETF worth $7.79M as of Q3 2021.
Mid Atlantic Financial Management sold 82,798 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $2.22M.
iShares US Treasury Bond ETF made up 0.52% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #30 holding.
Mid Atlantic Financial Management first reported a position in iShares US Treasury Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares US Treasury Bond ETF position peaked at $10M in Q2 2021.
517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.