OFG
GOVT icon

OmniStar Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

OmniStar Financial Group’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
2023
Q1 		– Sell
-42,320
Closed -$962K – 100
2022
Q4 		$962K Sell
42,320
-1,906
-4% -$43.3K 1.09% 28
2022
Q3 		$1.01M Buy
44,226
+5,515
+14% +$131K 1.2% 28
2022
Q2 		$925K Buy
38,711
+1,330
+4% +$32K 1.02% 35
2022
Q1 		$931K Buy
37,381
+459
+1% +$11.8K 0.93% 36
2021
Q4 		$985K Buy
36,922
+1,232
+3% +$32.6K 1.01% 29
2021
Q3 		$951K Sell
35,690
-5,101
-13% -$137K 1.12% 30
2021
Q2 		$1.08M Buy
40,791
+4,064
+11% +$107K 1.34% 26
2021
Q1 		$962K Sell
36,727
-13,760
-27% -$368K 1.22% 26
2020
Q4 		$1.38M Buy
50,487
+5,428
+12% +$150K 0.96% 36
2020
Q3 		$1.26M Buy
45,059
+1,596
+4% +$44.7K 0.95% 35
2020
Q2 		$1.22M Sell
43,463
-11,119
-20% -$311K 1.01% 32
2020
Q1 		$1.53M Buy
54,582
+2,203
+4% +$59.1K 1.5% 22
2019
Q4 		$1.36M Buy
52,379
+8,443
+19% +$221K 1.15% 31
2019
Q3 		$1.16M Buy
43,936
+956
+2% +$25K 1.01% 40
2019
Q2 		$1.11M Buy
42,980
+16,314
+61% +$413K 1% 43
2019
Q1 		$673K Buy
26,666
+13,240
+99% +$329K 0.59% 64
2018
Q4 		$331K Buy
13,426
+1,092
+9% +$26.6K 0.34% 81
2018
Q3 		$300K Sell
12,334
-475
-4% -$11.6K 0.23% 125
2018
Q2 		$315K Buy
12,809
+320
+3% +$7.84K 0.3% 87
2018
Q1 		$308K Buy
+12,489
New +$308K 0.29% 84

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OmniStar Financial Group's GOVT Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 42,320 shares — an estimated $962K sold.

OmniStar Financial Group first reported a position in GOVT in Q1 2018 and held it in 20 quarters. The position peaked at $1.53M in Q1 2020. 630 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

  • OmniStar Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 42,320 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $962K.
  • OmniStar Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 20 quarters.
  • OmniStar Financial Group's iShares US Treasury Bond ETF position peaked at $1.53M in Q1 2020.
  • 630 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.