Mountain Capital Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Mountain Capital Investment 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
2021 Q4	–	Sell	-153,303	Closed	-$4.04M	–	122
2021 Q3	$4.04M	Sell	153,303 -132,499	-46%	-$3.55M	2.14%	8
2021 Q2	$7.67M	Buy	285,802 +14,632	+5%	+$386K	3.54%	3
2021 Q1	$7.14M	Buy	271,170 +6,315	+2%	+$169K	3.58%	2
2020 Q4	$7.16M	Sell	264,855 -50,331	-16%	-$1.39M	4.32%	4
2020 Q3	$8.76M	Sell	315,186 -1,814,066	-85%	-$50.9M	5.65%	1
2020 Q2	$59.6M	Buy	2,129,252 +408,388	+24%	+$11.4M	27.31%	1
2020 Q1	$48.1M	Buy	1,720,864 +5,965	+0.3%	+$160K	24.85%	1
2019 Q4	$44.6M	Buy	+1,714,899	New	+$44.8M	19.81%	1

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

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

BlackRock New York $5.72T AUM 30.48% 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

Mountain Capital Investment Advisors's GOVT Position: Q4 2021 in Review

Mountain Capital Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2021, closing a stake of 153,303 shares — an estimated $4.04M sold.

Mountain Capital Investment Advisors first reported a position in GOVT in Q4 2019 and held it in 8 quarters. The position peaked at $59.6M in Q2 2020. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

Mountain Capital Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 153,303 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $4.04M.
Mountain Capital Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Mountain Capital Investment Advisors's iShares US Treasury Bond ETF position peaked at $59.6M in Q2 2020.
593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.