Rowland Carmichael Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rowland Carmichael Advisors’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
2020 Q4	$6.42M	Buy	235,747 +16,453	+8%	+$454K	2.03%	7
2020 Q3	$6.13M	Sell	219,294 -3,506	-2%	-$98.3K	2.4%	5
2020 Q2	$6.24M	Sell	222,800 -52,345	-19%	-$1.46M	2.65%	4
2020 Q1	$7.71M	Sell	275,145 -30,826	-10%	-$827K	3.92%	3
2019 Q4	$7.94M	Sell	305,971 -19,150	-6%	-$500K	2.73%	5
2019 Q3	$8.56M	Buy	325,121 +129,459	+66%	+$3.38M	2.94%	4
2019 Q2	$5.05M	Buy	195,662 +113,919	+139%	+$2.88M	1.75%	9
2019 Q1	$2.06M	Buy	81,743 +58,709	+255%	+$1.46M	0.76%	18
2018 Q4	$568K	Buy	23,034 +10,199	+79%	+$248K	0.25%	108
2018 Q3	$312K	Buy	12,835 +405	+3%	+$9.92K	0.12%	191
2018 Q2	$306K	Buy	+12,430	New	+$304K	0.13%	188
2018 Q1	–	Sell	-167	Closed	-$4K	–	317
2017 Q4	$4K	Buy	+167	New	+$4.2K	﹤0.01%	312

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Rowland Carmichael Advisors's GOVT Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 7.5% in Q4 2020, buying an estimated $454K and bringing the position to 235,747 shares worth $6.42M. The position accounts for 2.03% of the portfolio, ranked #7.

Rowland Carmichael Advisors first reported a position in GOVT in Q4 2017 and has held it in 12 quarters since. The position peaked at $8.56M in Q3 2019. 504 funds tracked by Wall St. Rank hold GOVT as of Q4 2020.

Rowland Carmichael Advisors held 235,747 shares of iShares US Treasury Bond ETF worth $6.42M as of Q4 2020.
Rowland Carmichael Advisors bought 16,453 iShares US Treasury Bond ETF shares in Q4 2020, an estimated $454K.
iShares US Treasury Bond ETF made up 2.03% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #7 holding.
Rowland Carmichael Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2017 and has held it in 12 quarters since.
Rowland Carmichael Advisors's iShares US Treasury Bond ETF position peaked at $8.56M in Q3 2019.
504 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.