RCG
GOVT icon

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

Ruggie Capital 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
2019
Q4 		– Sell
-11,837
Closed -$312K – 60
2019
Q3 		$312K Buy
+11,837
New +$309K 0.41% 58
2019
Q2 		– Sell
-12,454
Closed -$314K – 306
2019
Q1 		$314K Sell
12,454
-45,110
-78% -$1.12M 0.37% 60
2018
Q4 		$1.42M Buy
57,564
+41,400
+256% +$1.01M 0.64% 46
2018
Q3 		$393K Buy
16,164
+2,074
+15% +$50.8K 0.26% 74
2018
Q2 		$347K Buy
+14,090
New +$345K 0.18% 77
2015
Q3 		– Sell
-336
Closed -$8K – 256
2015
Q2 		$8K Buy
+336
New +$8.48K 0.01% 186

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return