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Horan Securities’s iShares US Treasury Bond ETF GOVT Stock Holding History

Horan Securities’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
-430
Closed -$11K – 474
2021
Q1 		$11K Buy
430
+1
+0.2% +$27 0.01% 256
2020
Q4 		$12K Buy
429
+5
+1% +$138 0.01% 236
2020
Q3 		$12K Buy
424
+1
+0.2% +$28 0.01% 201
2020
Q2 		$12K Buy
+423
New +$11.8K 0.01% 159

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

Horan Securities's GOVT Position: Q2 2021 in Review

Horan Securities sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 430 shares — an estimated $11K sold.

Horan Securities first reported a position in GOVT in Q2 2020 and held it in 4 quarters. The position peaked at $12K in Q4 2020. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • Horan Securities reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Horan Securities sold 430 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $11K.
  • Horan Securities first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
  • Horan Securities's iShares US Treasury Bond ETF position peaked at $12K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Horan Securities's 13F filing for Q2 2021, filed 5 Aug 2021.