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JD Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

JD Financial Services’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
-8,616
Closed -$226K – 38
2021
Q1 		$226K Sell
8,616
-2,222
-21% -$59.4K 0.29% 40
2020
Q4 		$295K Buy
+10,838
New +$299K 0.32% 32

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

JD Financial Services's GOVT Position: Q2 2021 in Review

JD Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 8,616 shares — an estimated $226K sold.

JD Financial Services first reported a position in GOVT in Q4 2020 and held it in 2 quarters. The position peaked at $295K in Q4 2020. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • JD Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • JD Financial Services sold 8,616 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $226K.
  • JD Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • JD Financial Services's iShares US Treasury Bond ETF position peaked at $295K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on JD Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.