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Physician Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Physician Wealth Advisors’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
-176,521
Closed -$4.88M – 142
2020
Q3 		$4.88M Buy
176,521
+14,536
+9% +$408K 1.96% 13
2020
Q2 		$4.56M Buy
161,985
+25,001
+18% +$699K 1.84% 13
2020
Q1 		$3.86M Sell
136,984
-79,502
-37% -$2.13M 1.93% 12
2019
Q4 		$5.64M Buy
216,486
+37,198
+21% +$972K 2.51% 8
2019
Q3 		$4.69M Buy
+179,288
New +$4.68M 2.29% 9

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Physician Wealth Advisors's GOVT Position: Q4 2020 in Review

Physician Wealth Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2020, closing a stake of 176,521 shares — an estimated $4.88M sold.

Physician Wealth Advisors first reported a position in GOVT in Q3 2019 and held it in 5 quarters. The position peaked at $5.64M in Q4 2019. 505 funds tracked by Wall St. Rank hold GOVT as of Q4 2020.

  • Physician Wealth Advisors reported no remaining iShares US Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Physician Wealth Advisors sold 176,521 iShares US Treasury Bond ETF shares in Q4 2020, an estimated $4.88M.
  • Physician Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 5 quarters.
  • Physician Wealth Advisors's iShares US Treasury Bond ETF position peaked at $5.64M in Q4 2019.
  • 505 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2020.

Based on Physician Wealth Advisors's 13F filing for Q4 2020, filed 19 Feb 2021.