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

Sowa 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
Q1 		– Sell
-704
Closed -$18K – 368
2019
Q4 		$18K Buy
+704
New +$18.4K 0.01% 179

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UBS Group
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JP Morgan Chase
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Carson Wealth (CWM LLC)
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Truist Financial
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UCFA
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BlackRock
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sowa Financial Group's GOVT Position: Q1 2020 in Review

Sowa Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2020, closing a stake of 704 shares — an estimated $18K sold.

Sowa Financial Group first reported a position in GOVT in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 409 funds tracked by Wall St. Rank hold GOVT as of Q1 2020.

  • Sowa Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Sowa Financial Group sold 704 iShares US Treasury Bond ETF shares in Q1 2020, an estimated $18K.
  • Sowa Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Sowa Financial Group's iShares US Treasury Bond ETF position peaked at $18K in Q4 2019.
  • 409 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2020.

Based on Sowa Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.