APW
GOVT icon

Aurora Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Aurora Private Wealth’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
Q1 		– Sell
-30,695
Closed -$836K – 223
2020
Q4 		$836K Buy
30,695
+284
+0.9% +$7.83K 0.35% 65
2020
Q3 		$850K Buy
30,411
+765
+3% +$21.4K 0.36% 55
2020
Q2 		$830K Sell
29,646
-17,662
-37% -$494K 0.38% 50
2020
Q1 		$1.32M Buy
47,308
+24,656
+109% +$662K 0.47% 50
2019
Q4 		$588K Buy
+22,652
New +$592K 0.21% 83

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aurora Private Wealth's GOVT Position: Q1 2021 in Review

Aurora Private Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 30,695 shares — an estimated $836K sold.

Aurora Private Wealth first reported a position in GOVT in Q4 2019 and held it in 5 quarters. The position peaked at $1.32M in Q1 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • Aurora Private Wealth reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 30,695 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $836K.
  • Aurora Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
  • Aurora Private Wealth's iShares US Treasury Bond ETF position peaked at $1.32M in Q1 2020.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Aurora Private Wealth's 13F filing for Q1 2021, filed 19 Apr 2021.