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MIM
Moseley Investment Management’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
Moseley Investment 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
Q2
–
Sell
-8,043
Closed
-$200K
–
158
2022
Q1
$200K
Sell
8,043
-4,057
-34%
-$104K
0.11%
163
2021
Q4
$323K
Sell
12,100
-3,451
-22%
-$91.4K
0.15%
142
2021
Q3
$413K
Sell
15,551
-563
-3%
-$15.1K
0.21%
113
2021
Q2
$429K
Sell
16,114
-2,546
-14%
-$67.2K
0.21%
106
2021
Q1
$489K
Buy
18,660
+6
+0%
+$160
0.27%
93
2020
Q4
$508K
Sell
18,654
-19
-0.1%
-$524
0.3%
86
2020
Q3
$522K
Sell
18,673
-2,947
-14%
-$82.6K
0.37%
70
2020
Q2
$605K
Sell
21,620
-1,984
-8%
-$55.5K
0.5%
61
2020
Q1
$661K
Sell
23,604
-2,657
-10%
-$71.3K
0.78%
44
2019
Q4
$681K
Sell
26,261
-121,599
-82%
-$3.18M
0.67%
50
2019
Q3
$3.89M
Buy
147,860
+61,242
+71%
+$1.6M
4.08%
2
2019
Q2
$2.24M
Buy
86,618
+54,404
+169%
+$1.38M
2.08%
9
2019
Q1
$813K
Buy
+32,214
New
+$801K
0.85%
36
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1-Year Est. Return
UCFA
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$16.2B AUM
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1-Year Est. Return
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$38B AUM
19.66%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Temasek Holdings
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$29.7B AUM
13.98%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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