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Kore Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-548
Closed -$15K – 586
2020
Q2 		$15K Hold
548
– – ﹤0.01% 708
2020
Q1 		$15K Hold
548
– – ﹤0.01% 626
2019
Q4 		$14K Buy
+548
New +$14.3K ﹤0.01% 691
2019
Q2 		– Sell
-599
Closed -$15K – 453
2019
Q1 		$15K Sell
599
-26
-4% -$646 ﹤0.01% 546
2018
Q4 		$15K Buy
+625
New +$15.2K ﹤0.01% 519

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kore Private Wealth's GOVT Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 548 shares — an estimated $15K sold.

Kore Private Wealth first reported a position in GOVT in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q2 2020. 442 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 548 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $15K.
  • Kore Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's iShares US Treasury Bond ETF position peaked at $15K in Q2 2020.
  • 442 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.