EWA
GOVT icon

Evolution Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Evolution Wealth Advisors’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 		– Sell
-11,691
Closed -$303K – 443
2019
Q4 		$303K Buy
+11,691
New +$305K 0.08% 59

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

Evolution Wealth Advisors's GOVT Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2020, closing a stake of 11,691 shares — an estimated $303K sold.

Evolution Wealth Advisors first reported a position in GOVT in Q4 2019 and held it in 1 quarter. The position peaked at $303K in Q4 2019. 409 funds tracked by Wall St. Rank hold GOVT as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 11,691 iShares US Treasury Bond ETF shares in Q1 2020, an estimated $303K.
  • Evolution Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares US Treasury Bond ETF position peaked at $303K in Q4 2019.
  • 409 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.