Private Ocean’s iShares US Treasury Bond ETF GOVT Stock Holding History

Private Ocean’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 Q2	–	Sell	-177	Closed	-$4.14K	–	606
2023 Q1	$4.14K	Buy	+177	New	+$4.09K	﹤0.01%	478
2020 Q4	–	Sell	-36,053	Closed	-$1.01M	–	515
2020 Q3	$1.01M	Buy	+36,053	New	+$1.01M	0.24%	38
2020 Q2	–	Sell	-2,461	Closed	-$68K	–	520
2020 Q1	$68K	Buy	2,461 +1,117	+83%	+$30K	0.02%	177
2019 Q4	$35K	Buy	1,344 +1,339	+26,780%	+$35K	0.01%	285
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	568
2019 Q2	$0	Buy	+5	New	+$127	﹤0.01%	480

Other funds holding GOVT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Private Ocean's GOVT Position: Q2 2023 in Review

Private Ocean sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2023, closing a stake of 177 shares — an estimated $4.14K sold.

Private Ocean first reported a position in GOVT in Q2 2019 and held it in 6 quarters. The position peaked at $1.01M in Q3 2020. 657 funds tracked by Wall St. Rank hold GOVT as of Q2 2023.

Private Ocean reported no remaining iShares US Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Private Ocean sold 177 iShares US Treasury Bond ETF shares in Q2 2023, an estimated $4.14K.
Private Ocean first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 6 quarters.
Private Ocean's iShares US Treasury Bond ETF position peaked at $1.01M in Q3 2020.
657 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2023.

Based on Private Ocean's 13F filing for Q2 2023, filed 21 Jul 2023.