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OTA Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

OTA Financial Group’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
-12,193
Closed -$332K – 64
2020
Q4 		$332K Sell
12,193
-13,116
-52% -$362K 0.22% 50
2020
Q3 		$707K Buy
+25,309
New +$710K 0.66% 28

Other funds holding GOVT

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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

OTA Financial Group's GOVT Position: Q1 2021 in Review

OTA Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 12,193 shares — an estimated $332K sold.

OTA Financial Group first reported a position in GOVT in Q3 2020 and held it in 2 quarters. The position peaked at $707K in Q3 2020. 516 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • OTA Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • OTA Financial Group sold 12,193 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $332K.
  • OTA Financial Group first reported a position in iShares US Treasury Bond ETF in Q3 2020 and held it in 2 quarters.
  • OTA Financial Group's iShares US Treasury Bond ETF position peaked at $707K in Q3 2020.
  • 516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on OTA Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.