Global Financial Private Capital’s iShares US Treasury Bond ETF GOVT Stock Holding History

Global Financial Private Capital’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	$20.2M	Buy	721,849 +28,205	+4%	+$789K	1.27%	21
2020 Q1	$19.5M	Sell	693,644 -79,343	-10%	-$2.13M	1.24%	25
2019 Q4	$20.1M	Buy	772,987 +62,909	+9%	+$1.64M	1.01%	30
2019 Q3	$18.7M	Buy	710,078 +111,986	+19%	+$2.92M	0.95%	32
2019 Q2	$15.4M	Buy	+598,092	New	+$15.1M	0.74%	39
2018 Q4	–	Sell	-9,702	Closed	-$236K	–	398
2018 Q3	$236K	Buy	+9,702	New	+$238K	0.01%	479

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Capital's GOVT Position: Q2 2020 in Review

Global Financial Private Capital increased its iShares US Treasury Bond ETF (GOVT) stake by 4.1% in Q2 2020, buying an estimated $789K and bringing the position to 721,849 shares worth $20.2M. The position accounts for 1.27% of the portfolio, ranked #21.

Global Financial Private Capital first reported a position in GOVT in Q3 2018 and has held it in 6 quarters since. 434 funds tracked by Wall St. Rank hold GOVT as of Q2 2020.

Global Financial Private Capital held 721,849 shares of iShares US Treasury Bond ETF worth $20.2M as of Q2 2020.
Global Financial Private Capital bought 28,205 iShares US Treasury Bond ETF shares in Q2 2020, an estimated $789K.
iShares US Treasury Bond ETF made up 1.27% of Global Financial Private Capital's portfolio in Q2 2020, its #21 holding.
Global Financial Private Capital first reported a position in iShares US Treasury Bond ETF in Q3 2018 and has held it in 6 quarters since.
434 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.