RBC
GOVT icon

Ronald Blue & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

Ronald Blue & Co’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
Q1 		– Sell
-25,103
Closed -$629K – 210
2015
Q4 		$629K Buy
25,103
+13,948
+125% +$352K 0.03% 84
2015
Q3 		$283K Buy
+11,155
New +$281K 0.01% 218
2015
Q2 		– Sell
-10,966
Closed -$280K – 363
2015
Q1 		$280K Sell
10,966
-2,368
-18% -$60.3K 0.01% 268
2014
Q4 		$335K Buy
+13,334
New +$334K 0.02% 220
2014
Q1 		– Sell
-21,838
Closed -$531K – 333
2013
Q4 		$531K Buy
+21,838
New +$535K 0.04% 143

Other funds holding GOVT

SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return