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C.M. Bidwell & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-400
Closed -$11K – 426
2020
Q1 		$11K Hold
400
– – 0.01% 260
2019
Q4 		$10K Buy
+400
New +$10.4K 0.01% 306

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

C.M. Bidwell & Associates's GOVT Position: Q2 2020 in Review

C.M. Bidwell & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2020, closing a stake of 400 shares — an estimated $11K sold.

C.M. Bidwell & Associates first reported a position in GOVT in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q1 2020. 434 funds tracked by Wall St. Rank hold GOVT as of Q2 2020.

  • C.M. Bidwell & Associates reported no remaining iShares US Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 400 iShares US Treasury Bond ETF shares in Q2 2020, an estimated $11K.
  • C.M. Bidwell & Associates first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • C.M. Bidwell & Associates's iShares US Treasury Bond ETF position peaked at $11K in Q1 2020.
  • 434 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2020, filed 14 Aug 2020.