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Boston Financial Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Boston Financial Management’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
-5,401
Closed -$151K – 255
2020
Q2 		$151K Sell
5,401
-546
-9% -$15.3K 0.01% 253
2020
Q1 		$167K Buy
+5,947
New +$160K 0.01% 244

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Financial Management's GOVT Position: Q3 2020 in Review

Boston Financial Management sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 5,401 shares — an estimated $151K sold.

Boston Financial Management first reported a position in GOVT in Q1 2020 and held it in 2 quarters. The position peaked at $167K in Q1 2020. 442 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • Boston Financial Management reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Boston Financial Management sold 5,401 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $151K.
  • Boston Financial Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Boston Financial Management's iShares US Treasury Bond ETF position peaked at $167K in Q1 2020.
  • 442 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Boston Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.