San Francisco Sentry Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

San Francisco Sentry Investment Group’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
2018 Q2	–	Sell	-580	Closed	-$14K	–	781
2018 Q1	$14K	Hold	580	–	–	﹤0.01%	642
2017 Q4	$15K	Hold	580	–	–	﹤0.01%	615
2017 Q3	$15K	Hold	580	–	–	0.01%	595
2017 Q2	$15K	Buy	+580	New	+$14.6K	0.01%	492

Other funds holding GOVT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UCFA

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

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

San Francisco Sentry Investment Group's GOVT Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2018, closing a stake of 580 shares — an estimated $14K sold.

San Francisco Sentry Investment Group first reported a position in GOVT in Q2 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 170 funds tracked by Wall St. Rank hold GOVT as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining iShares US Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 580 iShares US Treasury Bond ETF shares in Q2 2018, an estimated $14K.
San Francisco Sentry Investment Group first reported a position in iShares US Treasury Bond ETF in Q2 2017 and held it in 4 quarters.
San Francisco Sentry Investment Group's iShares US Treasury Bond ETF position peaked at $15K in Q4 2017.
170 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.