Steel Grove Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Steel Grove Capital 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
2022 Q2	–	Sell	-18,458	Closed	-$460K	–	145
2022 Q1	$460K	Sell	18,458 -1,334	-7%	-$34.2K	0.07%	100
2021 Q4	$528K	Sell	19,792 -4,228	-18%	-$112K	0.1%	88
2021 Q3	$637K	Sell	24,020 -1,188	-5%	-$31.8K	0.14%	83
2021 Q2	$671K	Sell	25,208 -570	-2%	-$15K	0.18%	82
2021 Q1	$675K	Sell	25,778 -4,310	-14%	-$115K	0.22%	80
2020 Q4	$820K	Sell	30,088 -68,721	-70%	-$1.9M	0.27%	77
2020 Q3	$2.76M	Buy	98,809 +70,260	+246%	+$1.97M	1.12%	16
2020 Q2	$799K	Buy	+28,549	New	+$799K	0.36%	70

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 $83.7B AUM 27.22% 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

Steel Grove Capital Advisors's GOVT Position: Q2 2022 in Review

Steel Grove Capital Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2022, closing a stake of 18,458 shares — an estimated $460K sold.

Steel Grove Capital Advisors first reported a position in GOVT in Q2 2020 and held it in 8 quarters. The position peaked at $2.76M in Q3 2020. 577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Steel Grove Capital Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Steel Grove Capital Advisors sold 18,458 iShares US Treasury Bond ETF shares in Q2 2022, an estimated $460K.
Steel Grove Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 8 quarters.
Steel Grove Capital Advisors's iShares US Treasury Bond ETF position peaked at $2.76M in Q3 2020.
577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.