PPW
GOVT icon

Pasadena Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Pasadena Private Wealth’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
Q1 		– Sell
-185,658
Closed -$4.82M – 81
2019
Q4 		$4.82M Buy
185,658
+6,220
+3% +$162K 2.11% 13
2019
Q3 		$4.72M Sell
179,438
-34,526
-16% -$901K 2.18% 12
2019
Q2 		$5.52M Buy
+213,964
New +$5.42M 2.61% 12

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pasadena Private Wealth's GOVT Position: Q1 2020 in Review

Pasadena Private Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2020, closing a stake of 185,658 shares — an estimated $4.82M sold.

Pasadena Private Wealth first reported a position in GOVT in Q2 2019 and held it in 3 quarters. The position peaked at $5.52M in Q2 2019. 409 funds tracked by Wall St. Rank hold GOVT as of Q1 2020.

  • Pasadena Private Wealth reported no remaining iShares US Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 185,658 iShares US Treasury Bond ETF shares in Q1 2020, an estimated $4.82M.
  • Pasadena Private Wealth first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
  • Pasadena Private Wealth's iShares US Treasury Bond ETF position peaked at $5.52M in Q2 2019.
  • 409 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2020.

Based on Pasadena Private Wealth's 13F filing for Q1 2020, filed 4 May 2020.