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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 $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Ronald Blue & Co's GOVT Position: Q1 2016 in Review

Ronald Blue & Co sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2016, closing a stake of 25,103 shares — an estimated $629K sold.

Ronald Blue & Co first reported a position in GOVT in Q4 2013 and held it in 5 quarters. The position peaked at $629K in Q4 2015. 73 funds tracked by Wall St. Rank hold GOVT as of Q1 2016.

  • Ronald Blue & Co reported no remaining iShares US Treasury Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Ronald Blue & Co sold 25,103 iShares US Treasury Bond ETF shares in Q1 2016, an estimated $629K.
  • Ronald Blue & Co first reported a position in iShares US Treasury Bond ETF in Q4 2013 and held it in 5 quarters.
  • Ronald Blue & Co's iShares US Treasury Bond ETF position peaked at $629K in Q4 2015.
  • 73 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2016.

Based on Ronald Blue & Co's 13F filing for Q1 2016, filed 13 May 2016.