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Samalin Investment Counsel’s iShares US Treasury Bond ETF GOVT Stock Holding History

Samalin Investment Counsel’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
Q2 		– Sell
-8,614
Closed -$215K – 235
2022
Q1 		$215K Buy
8,614
+380
+5% +$9.73K 0.13% 216
2021
Q4 		$220K Sell
8,234
-292
-3% -$7.73K 0.13% 215
2021
Q3 		$226K Buy
+8,526
New +$228K 0.15% 209
2020
Q1 		– Sell
-1,108
Closed -$28K – 283
2019
Q4 		$28K Buy
+1,108
New +$28.9K 0.02% 342

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Samalin Investment Counsel's GOVT Position: Q2 2022 in Review

Samalin Investment Counsel sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 8,614 shares — an estimated $215K sold.

Samalin Investment Counsel first reported a position in GOVT in Q4 2019 and held it in 4 quarters. The position peaked at $226K in Q3 2021. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

  • Samalin Investment Counsel reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Samalin Investment Counsel sold 8,614 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $215K.
  • Samalin Investment Counsel first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
  • Samalin Investment Counsel's iShares US Treasury Bond ETF position peaked at $226K in Q3 2021.
  • 577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Samalin Investment Counsel's 13F filing for Q2 2022, filed 15 Aug 2022.