Sigma Investment Counselors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sigma Investment Counselors’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	-9,033	Closed	-$225K	–	183
2022 Q1	$225K	Sell	9,033 -1,472	-14%	-$37.7K	0.02%	176
2021 Q4	$280K	Sell	10,505 -1,345	-11%	-$35.6K	0.02%	162
2021 Q3	$314K	Sell	11,850 -1,599	-12%	-$42.8K	0.02%	147
2021 Q2	$358K	Sell	13,449 -865	-6%	-$22.8K	0.03%	141
2021 Q1	$375K	Sell	14,314 -1,813	-11%	-$48.4K	0.03%	137
2020 Q4	$439K	Buy	+16,127	New	+$445K	0.04%	124

Other funds holding GOVT

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

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

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

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Sigma Investment Counselors's GOVT Position: Q2 2022 in Review

Sigma Investment Counselors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 9,033 shares — an estimated $225K sold.

Sigma Investment Counselors first reported a position in GOVT in Q4 2020 and held it in 6 quarters. The position peaked at $439K in Q4 2020. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Sigma Investment Counselors reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Sigma Investment Counselors sold 9,033 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $225K.
Sigma Investment Counselors first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Sigma Investment Counselors's iShares US Treasury Bond ETF position peaked at $439K in Q4 2020.
577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Sigma Investment Counselors's 13F filing for Q2 2022, filed 15 Jul 2022.