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Marino Stram & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Marino Stram & 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
2019
Q2 		– Sell
-776
Closed -$20K – 275
2019
Q1 		$20K Buy
+776
New +$19.3K 0.01% 242

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Marino Stram & Associates's GOVT Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2019, closing a stake of 776 shares — an estimated $20K sold.

Marino Stram & Associates first reported a position in GOVT in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 278 funds tracked by Wall St. Rank hold GOVT as of Q2 2019.

  • Marino Stram & Associates reported no remaining iShares US Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 776 iShares US Treasury Bond ETF shares in Q2 2019, an estimated $20K.
  • Marino Stram & Associates first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Marino Stram & Associates's iShares US Treasury Bond ETF position peaked at $20K in Q1 2019.
  • 278 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.