RP
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Rice Partnership’s iShares US Treasury Bond ETF GOVT Stock Holding History

Rice Partnership’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
-2,860
Closed -$80K – 92
2020
Q2 		$80K Buy
+2,860
New +$80K 0.04% 66
2019
Q4 		– Sell
-1,985
Closed -$52K – 109
2019
Q3 		$52K Buy
+1,985
New +$51.8K 0.03% 85

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
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

Rice Partnership's GOVT Position: Q3 2020 in Review

Rice Partnership sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 2,860 shares — an estimated $80K sold.

Rice Partnership first reported a position in GOVT in Q3 2019 and held it in 2 quarters. The position peaked at $80K in Q2 2020. 442 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • Rice Partnership reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Rice Partnership sold 2,860 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $80K.
  • Rice Partnership first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • Rice Partnership's iShares US Treasury Bond ETF position peaked at $80K in Q2 2020.
  • 442 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Rice Partnership's 13F filing for Q3 2020, filed 12 Nov 2020.