IP
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Intellectus Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Intellectus Partners’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
Q1 		– Sell
-10,161
Closed -$277K – 254
2020
Q4 		$277K Buy
10,161
+120
+1% +$3.31K 0.08% 201
2020
Q3 		$281K Buy
10,041
+29
+0.3% +$813 0.11% 178
2020
Q2 		$280K Buy
+10,012
New +$280K 0.11% 180

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Intellectus Partners's GOVT Position: Q1 2021 in Review

Intellectus Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 10,161 shares — an estimated $277K sold.

Intellectus Partners first reported a position in GOVT in Q2 2020 and held it in 3 quarters. The position peaked at $281K in Q3 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • Intellectus Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Intellectus Partners sold 10,161 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $277K.
  • Intellectus Partners first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Intellectus Partners's iShares US Treasury Bond ETF position peaked at $281K in Q3 2020.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Intellectus Partners's 13F filing for Q1 2021, filed 17 May 2021.