Bank Julius Baer & Co
GOVI icon

Bank Julius Baer & Co’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Bank Julius Baer & Co’s Portfolio GOVI Stock Details GOVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-315,249
Closed -$12.1M – 846
2020
Q4 		$12.1M Buy
+315,249
New +$12.2M 0.1% 131

Other funds holding GOVI

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank Julius Baer & Co's GOVI Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2021, closing a stake of 315,249 shares — an estimated $12.1M sold.

Bank Julius Baer & Co first reported a position in GOVI in Q4 2020 and held it in 1 quarter. The position peaked at $12.1M in Q4 2020. 45 funds tracked by Wall St. Rank hold GOVI as of Q1 2021.

  • Bank Julius Baer & Co reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 315,249 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2021, an estimated $12.1M.
  • Bank Julius Baer & Co first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $12.1M in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.