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LVZ Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

LVZ Inc’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
-26,695
Closed -$699K – 113
2021
Q1 		$699K Buy
26,695
+4,517
+20% +$121K 0.11% 49
2020
Q4 		$604K Buy
22,178
+3,084
+16% +$85.1K 0.1% 49
2020
Q3 		$534K Buy
19,094
+5,288
+38% +$148K 0.11% 44
2020
Q2 		$386K Buy
13,806
+252
+2% +$7.05K 0.09% 58
2020
Q1 		$380K Sell
13,554
-310
-2% -$8.32K 0.09% 48
2019
Q4 		$360K Sell
13,864
-3,376
-20% -$88.2K 0.07% 63
2019
Q3 		$454K Buy
17,240
+765
+5% +$20K 0.1% 54
2019
Q2 		$425K Buy
16,475
+933
+6% +$23.6K 0.1% 55
2019
Q1 		$392K Sell
15,542
-239,652
-94% -$5.96M 0.09% 52
2018
Q4 		$6.29M Sell
255,194
-4,514
-2% -$110K 1.79% 16
2018
Q3 		$6.28M Sell
259,708
-60,068
-19% -$1.47M 1.57% 18
2018
Q2 		$7.87M Buy
319,776
+11,052
+4% +$271K 2% 16
2018
Q1 		$7.62M Buy
308,724
+32,388
+12% +$799K 2.07% 15
2017
Q4 		$6.93M Buy
276,336
+10,777
+4% +$271K 2.05% 15
2017
Q3 		$6.7M Buy
265,559
+7,930
+3% +$201K 2.16% 15
2017
Q2 		$6.51M Buy
257,629
+10,994
+4% +$278K 2.25% 15
2017
Q1 		$6.18M Buy
246,635
+28,675
+13% +$716K 2.27% 15
2016
Q4 		$5.43M Buy
217,960
+15,698
+8% +$398K 2.16% 15
2016
Q3 		$5.28M Buy
202,262
+84,801
+72% +$2.22M 2.17% 16
2016
Q2 		$3.08M Buy
117,461
+6,791
+6% +$175K 1.37% 15
2016
Q1 		$2.85M Buy
+110,670
New +$2.83M 1.34% 15

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
United Capital Financial Advisors
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

LVZ Inc's GOVT Position: Q2 2021 in Review

LVZ Inc sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 26,695 shares — an estimated $699K sold.

LVZ Inc first reported a position in GOVT in Q1 2016 and held it in 21 quarters. The position peaked at $7.87M in Q2 2018. 518 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • LVZ Inc reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • LVZ Inc sold 26,695 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $699K.
  • LVZ Inc first reported a position in iShares US Treasury Bond ETF in Q1 2016 and held it in 21 quarters.
  • LVZ Inc's iShares US Treasury Bond ETF position peaked at $7.87M in Q2 2018.
  • 518 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on LVZ Inc's 13F filing for Q2 2021, filed 16 Jul 2021.