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

Hoover Financial 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 		$10K Buy
+364
New +$9.61K ﹤0.01% 474
2020
Q4 		– Sell
-1,806
Closed -$50K – 530
2020
Q3 		$50K Buy
1,806
+18
+1% +$505 0.02% 138
2020
Q2 		$50K Buy
+1,788
New +$50K 0.02% 191

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Hoover Financial Advisors's GOVT Position: Q2 2021 in Review

Hoover Financial Advisors opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2021: 364 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Hoover Financial Advisors previously reported a position in GOVT as recently as Q3 2020.

Hoover Financial Advisors first reported a position in GOVT in Q2 2020 and has held it in 3 quarters since. The position peaked at $50K in Q3 2020. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • Hoover Financial Advisors held 364 shares of iShares US Treasury Bond ETF worth $10K as of Q2 2021.
  • iShares US Treasury Bond ETF was a new Hoover Financial Advisors position in Q2 2021.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #474 holding.
  • Hoover Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's iShares US Treasury Bond ETF position peaked at $50K in Q3 2020.
  • 518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.