FAM
GOVT icon

Formidable Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Formidable Asset Management’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
-3,360
Closed -$426K – 274
2019
Q1 		$426K Buy
+3,360
New +$83.5K 0.17% 110

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Formidable Asset Management's GOVT Position: Q2 2019 in Review

Formidable Asset Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2019, closing a stake of 3,360 shares — an estimated $426K sold.

Formidable Asset Management first reported a position in GOVT in Q1 2019 and held it in 1 quarter. The position peaked at $426K in Q1 2019. 278 funds tracked by Wall St. Rank hold GOVT as of Q2 2019.

  • Formidable Asset Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Formidable Asset Management sold 3,360 iShares US Treasury Bond ETF shares in Q2 2019, an estimated $426K.
  • Formidable Asset Management first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Formidable Asset Management's iShares US Treasury Bond ETF position peaked at $426K in Q1 2019.
  • 278 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.