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GOVT icon

Cassaday & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cassaday & Co’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
Q4 		– Sell
-49
Closed -$1K – 37
2020
Q3 		$1K Sell
49
-369
-88% -$10.3K ﹤0.01% 35
2020
Q2 		$12K Buy
+418
New +$11.7K ﹤0.01% 35
2020
Q1 		– Sell
-909
Closed -$24K – 40
2019
Q4 		$24K Buy
+909
New +$23.7K ﹤0.01% 35
2018
Q4 		– Sell
-1,139
Closed -$28K – 41
2018
Q3 		$28K Buy
+1,139
New +$27.9K 0.01% 31
2017
Q4 		– Sell
-3,296
Closed -$83K – 34
2017
Q3 		$83K Buy
3,296
+3,274
+14,882% +$82.9K 0.09% 20
2017
Q2 		$1K Hold
22
– – ﹤0.01% 27
2017
Q1 		$1K Buy
+22
New +$550 ﹤0.01% 26
2016
Q1 		– Sell
-7,884
Closed -$198K – 33
2015
Q4 		$198K Buy
+7,884
New +$199K 0.1% 19

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 $1.47T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return