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Moulton Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Moulton Wealth 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
2020
Q4 		– Sell
-202,542
Closed -$5.63M – 24
2020
Q3 		$5.63M Buy
202,542
+309
+0.2% +$8.66K 6.16% 7
2020
Q2 		$5.67M Buy
202,233
+2,299
+1% +$64.3K 7.16% 6
2020
Q1 		$5.59M Buy
199,934
+69,157
+53% +$1.86M 9.14% 4
2019
Q4 		$3.42M Buy
+130,777
New +$3.42M 2.82% 12

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Moulton Wealth Management's GOVT Position: Q4 2020 in Review

Moulton Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2020, closing a stake of 202,542 shares — an estimated $5.63M sold.

Moulton Wealth Management first reported a position in GOVT in Q4 2019 and held it in 4 quarters. The position peaked at $5.67M in Q2 2020. 504 funds tracked by Wall St. Rank hold GOVT as of Q4 2020.

  • Moulton Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Moulton Wealth Management sold 202,542 iShares US Treasury Bond ETF shares in Q4 2020, an estimated $5.63M.
  • Moulton Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
  • Moulton Wealth Management's iShares US Treasury Bond ETF position peaked at $5.67M in Q2 2020.
  • 504 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2020.

Based on Moulton Wealth Management's 13F filing for Q4 2020, filed 12 Jan 2021.