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Summit Place Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Summit Place Financial 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
2021
Q3 		– Sell
-10,250
Closed -$273K – 107
2021
Q2 		$273K Sell
10,250
-10,125
-50% -$267K 0.2% 94
2021
Q1 		$534K Buy
+20,375
New +$544K 0.43% 72

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Place Financial Advisors's GOVT Position: Q3 2021 in Review

Summit Place Financial Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 10,250 shares — an estimated $273K sold.

Summit Place Financial Advisors first reported a position in GOVT in Q1 2021 and held it in 2 quarters. The position peaked at $534K in Q1 2021. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

  • Summit Place Financial Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Place Financial Advisors sold 10,250 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $273K.
  • Summit Place Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 2 quarters.
  • Summit Place Financial Advisors's iShares US Treasury Bond ETF position peaked at $534K in Q1 2021.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on Summit Place Financial Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.