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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

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Moseley Investment Management's GOVT Position: Q2 2022 in Review

Moseley Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 8,043 shares — an estimated $200K sold.

Moseley Investment Management first reported a position in GOVT in Q1 2019 and held it in 13 quarters. The position peaked at $3.89M in Q3 2019. 578 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Moseley Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Moseley Investment Management sold 8,043 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $200K.
  • Moseley Investment Management first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 13 quarters.
  • Moseley Investment Management's iShares US Treasury Bond ETF position peaked at $3.89M in Q3 2019.
  • 578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Moseley Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.