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Ballew Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Ballew 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
2020
Q3 		– Sell
-68,054
Closed -$1.91M – 99
2020
Q2 		$1.91M Sell
68,054
-179
-0.3% -$5.01K 1.87% 12
2020
Q1 		$1.91M Buy
68,233
+9
+0% +$241 2.16% 11
2019
Q4 		$1.77M Buy
68,224
+49
+0.1% +$1.28K 1.52% 18
2019
Q3 		$1.81M Sell
68,175
-201
-0.3% -$5.25K 1.65% 16
2019
Q2 		$1.75M Buy
68,376
+36
+0.1% +$911 1.6% 17
2019
Q1 		$1.71M Sell
68,340
-3,647
-5% -$90.7K 1.58% 21
2018
Q4 		$1.79M Buy
+71,987
New +$1.75M 1.68% 21

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $377B AUM 19.32% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ballew Advisors's GOVT Position: Q3 2020 in Review

Ballew Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 68,054 shares — an estimated $1.91M sold.

Ballew Advisors first reported a position in GOVT in Q4 2018 and held it in 7 quarters. The position peaked at $1.91M in Q1 2020. 443 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • Ballew Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Ballew Advisors sold 68,054 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $1.91M.
  • Ballew Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 7 quarters.
  • Ballew Advisors's iShares US Treasury Bond ETF position peaked at $1.91M in Q1 2020.
  • 443 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Ballew Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.