CMP
GOVT icon

Courage Miller Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Courage Miller Partners’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
2019
Q2 		– Sell
-14,404
Closed -$363K – 69
2019
Q1 		$363K Buy
14,404
+211
+1% +$5.25K 0.21% 61
2018
Q4 		$349K Buy
14,193
+1,101
+8% +$26.8K 0.21% 61
2018
Q3 		$319K Buy
13,092
+59
+0.5% +$1.45K 0.18% 62
2018
Q2 		$320K Buy
13,033
+738
+6% +$18.1K 0.19% 60
2018
Q1 		$303K Buy
12,295
+1,769
+17% +$43.6K 0.18% 61
2017
Q4 		$263K Buy
10,526
+819
+8% +$20.6K 0.16% 61
2017
Q3 		$245K Buy
9,707
+1,674
+21% +$42.4K 0.15% 63
2017
Q2 		$203K Buy
+8,033
New +$203K 0.13% 65

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return