TC
GOVT icon

Telemus Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Telemus Capital’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
Q1 		– Sell
-11,291
Closed -$301K – 360
2021
Q4 		$301K Sell
11,291
-5,809
-34% -$154K 0.02% 299
2021
Q3 		$454K Buy
17,100
+3,350
+24% +$89.7K 0.04% 245
2021
Q2 		$366K Hold
13,750
– – 0.03% 272
2021
Q1 		$360K Hold
13,750
– – 0.02% 310
2020
Q4 		$375K Sell
13,750
-3,460
-20% -$95.5K 0.03% 290
2020
Q3 		$479K Sell
17,210
-5,924
-26% -$166K 0.04% 305
2020
Q2 		$649K Sell
23,134
-553
-2% -$15.5K 0.05% 237
2020
Q1 		$663K Buy
+23,687
New +$636K 0.05% 215

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Bank of America
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Truist Financial
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UCFA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return