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McMillion Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

McMillion Capital Management’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
-254
Closed -$7K – 161
2020
Q4 		$7K Buy
+254
New +$7.01K ﹤0.01% 226
2020
Q2 		– Sell
-254
Closed -$7K – 149
2020
Q1 		$7K Hold
254
– – ﹤0.01% 199
2019
Q4 		$7K Hold
254
– – ﹤0.01% 216
2019
Q3 		$7K Hold
254
– – ﹤0.01% 213
2019
Q2 		$7K Buy
+254
New +$6.43K ﹤0.01% 217

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

McMillion Capital Management's GOVT Position: Q1 2021 in Review

McMillion Capital Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 254 shares — an estimated $7K sold.

McMillion Capital Management first reported a position in GOVT in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • McMillion Capital Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • McMillion Capital Management sold 254 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $7K.
  • McMillion Capital Management first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
  • McMillion Capital Management's iShares US Treasury Bond ETF position peaked at $7K in Q4 2020.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on McMillion Capital Management's 13F filing for Q1 2021, filed 13 May 2021.