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Rehmann Capital Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rehmann Capital Advisory 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
2022
Q4 		– Sell
-12,078
Closed -$275K – 564
2022
Q3 		$275K Buy
12,078
+2,753
+30% +$65.2K 0.03% 403
2022
Q2 		$223K Sell
9,325
-807
-8% -$19.4K 0.02% 443
2022
Q1 		$252K Buy
10,132
+1,035
+11% +$26.5K 0.02% 444
2021
Q4 		$243K Buy
9,097
+780
+9% +$20.7K 0.02% 483
2021
Q3 		$221K Sell
8,317
-24,025
-74% -$643K 0.02% 510
2021
Q2 		$830K Buy
32,342
+837
+3% +$22.1K 0.08% 214
2021
Q1 		$825K Buy
31,505
+8,074
+34% +$216K 0.08% 201
2020
Q4 		$638K Sell
23,431
-1,196
-5% -$33K 0.07% 222
2020
Q3 		$688K Buy
24,627
+2,253
+10% +$63.2K 0.09% 197
2020
Q2 		$626K Sell
22,374
-21,274
-49% -$595K 0.09% 201
2020
Q1 		$1.22M Buy
+43,648
New +$1.17M 0.2% 93
2019
Q3 		– Sell
-4,178
Closed -$108K – 1844
2019
Q2 		$108K Buy
4,178
+3,058
+273% +$77.4K 0.01% 594
2019
Q1 		$28.3K Buy
+1,120
New +$27.8K ﹤0.01% 1006
2018
Q4 		– Sell
-104
Closed -$2.53K – 1951
2018
Q3 		$2.53K Hold
104
– – ﹤0.01% 1742
2018
Q2 		$2.56K Hold
104
– – ﹤0.01% 1733
2018
Q1 		$3K Buy
+104
New +$2.57K ﹤0.01% 1628

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 22.9% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rehmann Capital Advisory Group's GOVT Position: Q4 2022 in Review

Rehmann Capital Advisory Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2022, closing a stake of 12,078 shares — an estimated $275K sold.

Rehmann Capital Advisory Group first reported a position in GOVT in Q1 2018 and held it in 16 quarters. The position peaked at $1.22M in Q1 2020. 629 funds tracked by Wall St. Rank hold GOVT as of Q4 2022.

  • Rehmann Capital Advisory Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 12,078 iShares US Treasury Bond ETF shares in Q4 2022, an estimated $275K.
  • Rehmann Capital Advisory Group first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 16 quarters.
  • Rehmann Capital Advisory Group's iShares US Treasury Bond ETF position peaked at $1.22M in Q1 2020.
  • 629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.