Estate Counselors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Estate Counselors’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
2021 Q2	–	Sell	-9,700	Closed	-$254K	–	168
2021 Q1	$254K	Hold	9,700	–	–	0.04%	125
2020 Q4	$264K	Sell	9,700 -2,450	-20%	-$67.6K	0.04%	98
2020 Q3	$340K	Sell	12,150 -269,100	-96%	-$7.55M	0.05%	110
2020 Q2	$7.87M	Hold	281,250	–	–	1.26%	26
2020 Q1	$7.88M	Hold	281,250	–	–	1.3%	31
2019 Q4	$7.3M	Sell	281,250 -5,450	-2%	-$142K	1.07%	36
2019 Q3	$7.55M	Hold	286,700	–	–	1.16%	32
2019 Q2	$7.4M	Hold	286,700	–	–	1.16%	33
2019 Q1	$7.24M	Buy	286,700 +49,300	+21%	+$1.23M	1.24%	31
2018 Q4	$5.85M	Buy	237,400 +2,610	+1%	+$63.5K	1.18%	35
2018 Q3	$5.71M	Hold	234,790	–	–	1.03%	31
2018 Q2	$5.78M	Hold	234,790	–	–	1.1%	33
2018 Q1	$5.8M	Buy	234,790 +45,390	+24%	+$1.12M	1.08%	34
2017 Q4	$4.75M	Hold	189,400	–	–	0.95%	38
2017 Q3	$4.78M	Hold	189,400	–	–	0.95%	35
2017 Q2	$4.78M	Buy	189,400 +17,000	+10%	+$429K	1.08%	33
2017 Q1	$4.32M	Sell	172,400 -62,600	-27%	-$1.56M	1.12%	31
2016 Q4	$5.86M	Buy	+235,000	New	+$5.95M	1.62%	24
2016 Q1	–	Sell	-65,800	Closed	-$1.65M	–	58
2015 Q4	$1.65M	Hold	65,800	–	–	0.67%	34
2015 Q3	$1.67M	Buy	+65,800	New	+$1.66M	0.67%	35

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Estate Counselors's GOVT Position: Q2 2021 in Review

Estate Counselors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 9,700 shares — an estimated $254K sold.

Estate Counselors first reported a position in GOVT in Q3 2015 and held it in 20 quarters. The position peaked at $7.88M in Q1 2020. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

Estate Counselors reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Estate Counselors sold 9,700 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $254K.
Estate Counselors first reported a position in iShares US Treasury Bond ETF in Q3 2015 and held it in 20 quarters.
Estate Counselors's iShares US Treasury Bond ETF position peaked at $7.88M in Q1 2020.
518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Estate Counselors's 13F filing for Q2 2021, filed 3 Aug 2021.