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MSI Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

MSI Financial Services’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
2016
Q4 		$728K Buy
29,207
+2,106
+8% +$53.4K 0.02% 557
2016
Q3 		$707K Buy
27,101
+1,222
+5% +$31.9K 0.02% 555
2016
Q2 		$679K Buy
25,879
+7,140
+38% +$184K 0.02% 534
2016
Q1 		$483K Buy
18,739
+6,706
+56% +$172K 0.02% 606
2015
Q4 		$302K Buy
+12,033
New +$303K 0.01% 755
2015
Q3 		– Sell
-245
Closed -$6K – 3242
2015
Q2 		$6K Sell
245
-1,445
-86% -$36.5K ﹤0.01% 2353
2015
Q1 		$43K Buy
1,690
+715
+73% +$18.2K ﹤0.01% 1386
2014
Q4 		$25K Buy
+975
New +$24.5K ﹤0.01% 1420
2013
Q3 		– Sell
-236
Closed -$6K – 2267
2013
Q2 		$6K Buy
+236
New +$5.91K ﹤0.01% 1744

Other funds holding GOVT

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

MSI Financial Services's GOVT Position: Q4 2016 in Review

MSI Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 7.8% in Q4 2016, buying an estimated $53.4K and bringing the position to 29,207 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #557.

MSI Financial Services first reported a position in GOVT in Q2 2013 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold GOVT as of Q4 2016.

  • MSI Financial Services held 29,207 shares of iShares US Treasury Bond ETF worth $728K as of Q4 2016.
  • MSI Financial Services bought 2,106 iShares US Treasury Bond ETF shares in Q4 2016, an estimated $53.4K.
  • iShares US Treasury Bond ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #557 holding.
  • MSI Financial Services first reported a position in iShares US Treasury Bond ETF in Q2 2013 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.