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Lighthouse Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lighthouse Financial Advisors’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 		$830K Sell
31,699
-4,563
-13% -$122K 0.25% 73
2020
Q4 		$987K Sell
36,262
-1,365
-4% -$37.7K 0.33% 69
2020
Q3 		$1.05M Sell
37,627
-97
-0.3% -$2.72K 0.4% 58
2020
Q2 		$1.05M Buy
+37,724
New +$1.06M 0.44% 58

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Lighthouse Financial Advisors's GOVT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 13% in Q1 2021, selling an estimated $122K and leaving 31,699 shares worth $830K. The position accounts for 0.25% of the portfolio, ranked #73.

Lighthouse Financial Advisors first reported a position in GOVT in Q2 2020 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2020. 516 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • Lighthouse Financial Advisors held 31,699 shares of iShares US Treasury Bond ETF worth $830K as of Q1 2021.
  • Lighthouse Financial Advisors sold 4,563 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $122K.
  • iShares US Treasury Bond ETF made up 0.25% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #73 holding.
  • Lighthouse Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Lighthouse Financial Advisors's iShares US Treasury Bond ETF position peaked at $1.05M in Q2 2020.
  • 516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.