Patton Albertson Miller Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Patton Albertson Miller 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
2021 Q3	–	Sell	-12,347	Closed	-$328K	–	241
2021 Q2	$328K	Sell	12,347 -4,880	-28%	-$129K	0.07%	172
2021 Q1	$451K	Sell	17,227 -938	-5%	-$25.1K	0.11%	150
2020 Q4	$486K	Buy	18,165 +388	+2%	+$10.7K	0.12%	147
2020 Q3	$497K	Sell	17,777 -4,371	-20%	-$123K	0.14%	141
2020 Q2	$620K	Sell	22,148 -20,587	-48%	-$576K	0.18%	124
2020 Q1	$1.2M	Buy	42,735 +7,954	+23%	+$213K	0.4%	76
2019 Q4	$902K	Buy	34,781 +3,631	+12%	+$94.8K	0.24%	116
2019 Q3	$820K	Buy	31,150 +6,252	+25%	+$163K	0.23%	122
2019 Q2	$652K	Buy	24,898 +16,878	+210%	+$427K	0.19%	133
2019 Q1	$202K	Buy	+8,020	New	+$199K	0.1%	114

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Patton Albertson Miller Group's GOVT Position: Q3 2021 in Review

Patton Albertson Miller Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 12,347 shares — an estimated $328K sold.

Patton Albertson Miller Group first reported a position in GOVT in Q1 2019 and held it in 10 quarters. The position peaked at $1.2M in Q1 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

Patton Albertson Miller Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Patton Albertson Miller Group sold 12,347 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $328K.
Patton Albertson Miller Group first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 10 quarters.
Patton Albertson Miller Group's iShares US Treasury Bond ETF position peaked at $1.2M in Q1 2020.
517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Patton Albertson Miller Group's 13F filing for Q3 2021, filed 27 Oct 2021.