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Sage Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sage Financial 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
2020
Q3 		– Sell
-11,995
Closed -$336K – 69
2020
Q2 		$336K Buy
+11,995
New +$336K 0.06% 42

Other funds holding GOVT

Envestnet Asset Management
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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

Sage Financial Group's GOVT Position: Q3 2020 in Review

Sage Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 11,995 shares — an estimated $336K sold.

Sage Financial Group first reported a position in GOVT in Q2 2020 and held it in 1 quarter. The position peaked at $336K in Q2 2020. 442 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • Sage Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Sage Financial Group sold 11,995 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $336K.
  • Sage Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • Sage Financial Group's iShares US Treasury Bond ETF position peaked at $336K in Q2 2020.
  • 442 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Sage Financial Group's 13F filing for Q3 2020, filed 26 Oct 2020.