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Disciplined Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

Disciplined Investments’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
-170
Closed -$5K – 418
2020
Q1 		$5K Sell
170
-2,343
-93% -$62.9K ﹤0.01% 318
2019
Q4 		$65K Buy
+2,513
New +$65.6K 0.05% 146

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

Disciplined Investments's GOVT Position: Q2 2020 in Review

Disciplined Investments sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2020, closing a stake of 170 shares — an estimated $5K sold.

Disciplined Investments first reported a position in GOVT in Q4 2019 and held it in 2 quarters. The position peaked at $65K in Q4 2019. 434 funds tracked by Wall St. Rank hold GOVT as of Q2 2020.

  • Disciplined Investments reported no remaining iShares US Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Disciplined Investments sold 170 iShares US Treasury Bond ETF shares in Q2 2020, an estimated $5K.
  • Disciplined Investments first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Disciplined Investments's iShares US Treasury Bond ETF position peaked at $65K in Q4 2019.
  • 434 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2020.

Based on Disciplined Investments's 13F filing for Q2 2020, filed 13 Aug 2020.