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

Fiducient 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
2021
Q2 		– Sell
-8,415
Closed -$220K – 82
2021
Q1 		$220K Buy
+8,415
New +$225K 0.07% 77

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiducient Advisors's GOVT Position: Q2 2021 in Review

Fiducient Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 8,415 shares — an estimated $220K sold.

Fiducient Advisors first reported a position in GOVT in Q1 2021 and held it in 1 quarter. The position peaked at $220K in Q1 2021. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • Fiducient Advisors reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Fiducient Advisors sold 8,415 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $220K.
  • Fiducient Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Fiducient Advisors's iShares US Treasury Bond ETF position peaked at $220K in Q1 2021.
  • 518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Fiducient Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.