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Joseph P. Lucia & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Joseph P. Lucia & Associates’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
Q1 		– Sell
-3
Closed – – 462
2019
Q4 		$0 Hold
3
– – ﹤0.01% 458
2019
Q3 		$0 Hold
3
– – ﹤0.01% 458
2019
Q2 		$0 Hold
3
– – ﹤0.01% 453
2019
Q1 		$75 Buy
+3
New +$75 ﹤0.01% 340

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joseph P. Lucia & Associates's GOVT Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2020, closing a stake of 3 shares.

Joseph P. Lucia & Associates first reported a position in GOVT in Q1 2019 and held it in 4 quarters. The position peaked at $75 in Q1 2019. 409 funds tracked by Wall St. Rank hold GOVT as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining iShares US Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 3 iShares US Treasury Bond ETF shares in Q1 2020.
  • Joseph P. Lucia & Associates first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's iShares US Treasury Bond ETF position peaked at $75 in Q1 2019.
  • 409 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.