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CA Family Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

CA Family 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
2020
Q1 		$1.1M Sell
39,137
-15,172
-28% -$407K 1.15% 6
2019
Q4 		$1.41M Buy
+54,309
New +$1.42M 0.95% 8

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CA Family Wealth's GOVT Position: Q1 2020 in Review

CA Family Wealth reduced its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q1 2020, selling an estimated $407K and leaving 39,137 shares worth $1.1M. The position accounts for 1.15% of the portfolio, ranked #6.

CA Family Wealth first reported a position in GOVT in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.41M in Q4 2019. 409 funds tracked by Wall St. Rank hold GOVT as of Q1 2020.

  • CA Family Wealth held 39,137 shares of iShares US Treasury Bond ETF worth $1.1M as of Q1 2020.
  • CA Family Wealth sold 15,172 iShares US Treasury Bond ETF shares in Q1 2020, an estimated $407K.
  • iShares US Treasury Bond ETF made up 1.15% of CA Family Wealth's portfolio in Q1 2020, its #6 holding.
  • CA Family Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's iShares US Treasury Bond ETF position peaked at $1.41M in Q4 2019.
  • 409 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.