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SimpliFi Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

SimpliFi 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
2020
Q4 		– Sell
-411,142
Closed -$11.5M – 25
2020
Q3 		$11.5M Buy
411,142
+15,877
+4% +$445K 5.72% 9
2020
Q2 		$11.1M Buy
+395,265
New +$11.1M 5.8% 9

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

SimpliFi Inc's GOVT Position: Q4 2020 in Review

SimpliFi Inc sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2020, closing a stake of 411,142 shares — an estimated $11.5M sold.

SimpliFi Inc first reported a position in GOVT in Q2 2020 and held it in 2 quarters. The position peaked at $11.5M in Q3 2020. 505 funds tracked by Wall St. Rank hold GOVT as of Q4 2020.

  • SimpliFi Inc reported no remaining iShares US Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • SimpliFi Inc sold 411,142 iShares US Treasury Bond ETF shares in Q4 2020, an estimated $11.5M.
  • SimpliFi Inc first reported a position in iShares US Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • SimpliFi Inc's iShares US Treasury Bond ETF position peaked at $11.5M in Q3 2020.
  • 505 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2020.

Based on SimpliFi Inc's 13F filing for Q4 2020, filed 28 Jan 2021.