Lehman & Derafelo Financial Resources’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lehman & Derafelo Financial Resources’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	-600	Closed	-$16K	–	232
2020 Q4	$16K	Hold	600	–	–	﹤0.01%	184
2020 Q3	$17K	Hold	600	–	–	0.01%	212
2020 Q2	$17K	Hold	600	–	–	0.01%	199
2020 Q1	$17K	Sell	600 -1,000	-63%	-$26.8K	0.01%	141
2019 Q4	$42K	Sell	1,600 -1,014	-39%	-$26.5K	0.02%	135
2019 Q3	$69K	Buy	2,614 +200	+8%	+$5.22K	0.03%	116
2019 Q2	$62K	Buy	2,414 +2,383	+7,687%	+$60.3K	0.03%	117
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	181
2018 Q4	$1K	Buy	+31	New	+$754	﹤0.01%	170

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lehman & Derafelo Financial Resources's GOVT Position: Q1 2021 in Review

Lehman & Derafelo Financial Resources sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 600 shares — an estimated $16K sold.

Lehman & Derafelo Financial Resources first reported a position in GOVT in Q4 2018 and held it in 9 quarters. The position peaked at $69K in Q3 2019. 517 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

Lehman & Derafelo Financial Resources reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 600 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $16K.
Lehman & Derafelo Financial Resources first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's iShares US Treasury Bond ETF position peaked at $69K in Q3 2019.
517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2021, filed 21 Apr 2021.