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Santori & Peters Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Santori & Peters Inc’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
2021
Q2 		– Sell
-17,176
Closed -$449K – 57
2021
Q1 		$449K Sell
17,176
-1,347
-7% -$36K 0.27% 36
2020
Q4 		$501K Buy
+18,523
New +$511K 0.28% 45

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $16.3B AUM 16.34% 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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Santori & Peters Inc's GOVT Position: Q2 2021 in Review

Santori & Peters Inc sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2021, closing a stake of 17,176 shares — an estimated $449K sold.

Santori & Peters Inc first reported a position in GOVT in Q4 2020 and held it in 2 quarters. The position peaked at $501K in Q4 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • Santori & Peters Inc reported no remaining iShares US Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 17,176 iShares US Treasury Bond ETF shares in Q2 2021, an estimated $449K.
  • Santori & Peters Inc first reported a position in iShares US Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
  • Santori & Peters Inc's iShares US Treasury Bond ETF position peaked at $501K in Q4 2020.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Santori & Peters Inc's 13F filing for Q2 2021, filed 21 Jul 2021.