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

RegentAtlantic Capital’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
Q3 		– Sell
-34,366
Closed -$962K – 499
2020
Q2 		$962K Buy
+34,366
New +$961K 0.05% 225

Other funds holding GOVT

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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RegentAtlantic Capital's GOVT Position: Q3 2020 in Review

RegentAtlantic Capital sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 34,366 shares — an estimated $962K sold.

RegentAtlantic Capital first reported a position in GOVT in Q2 2020 and held it in 1 quarter. The position peaked at $962K in Q2 2020. 442 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • RegentAtlantic Capital reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • RegentAtlantic Capital sold 34,366 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $962K.
  • RegentAtlantic Capital first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • RegentAtlantic Capital's iShares US Treasury Bond ETF position peaked at $962K in Q2 2020.
  • 442 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on RegentAtlantic Capital's 13F filing for Q3 2020, filed 13 Oct 2020.