Royal Fund Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Royal Fund Management’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 Q1	–	Sell	-9,900	Closed	-$225K	–	273
2022 Q4	$225K	Buy	+9,900	New	+$225K	0.04%	234
2020 Q1	–	Sell	-161	Closed	-$4K	–	628
2019 Q4	$4K	Buy	+161	New	+$4.21K	﹤0.01%	498
2019 Q3	–	Sell	-167	Closed	-$4K	–	607
2019 Q2	$4K	Buy	+167	New	+$4.23K	﹤0.01%	450
2019 Q1	–	Sell	-283	Closed	-$6K	–	612
2018 Q4	$6K	Buy	+283	New	+$6.88K	﹤0.01%	388
2018 Q3	–	Sell	-250	Closed	-$6K	–	568
2018 Q2	$6K	Buy	+250	New	+$6.12K	﹤0.01%	392
2018 Q1	–	Sell	-1,900	Closed	-$47K	–	590
2017 Q4	$47K	Buy	+1,900	New	+$47.8K	0.02%	212

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Fund Management's GOVT Position: Q1 2023 in Review

Royal Fund Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 9,900 shares — an estimated $225K sold.

Royal Fund Management first reported a position in GOVT in Q4 2017 and held it in 6 quarters. The position peaked at $225K in Q4 2022. 630 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

Royal Fund Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Royal Fund Management sold 9,900 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $225K.
Royal Fund Management first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 6 quarters.
Royal Fund Management's iShares US Treasury Bond ETF position peaked at $225K in Q4 2022.
630 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Royal Fund Management's 13F filing for Q1 2023, filed 10 Apr 2023.