Squar Milner Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Squar Milner Financial Services’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	-35,891	Closed	-$1M	–	76
2020 Q2	$1M	Sell	35,891 -22,676	-39%	-$634K	0.57%	42
2020 Q1	$1.64M	Buy	58,567 +28,079	+92%	+$753K	0.99%	14
2019 Q4	$790K	Sell	30,488 -5,963	-16%	-$156K	0.39%	47
2019 Q3	$1.02M	Buy	36,451 +32,629	+854%	+$852K	0.52%	47
2019 Q2	$99K	Sell	3,822 -6,657	-64%	-$169K	0.07%	278
2019 Q1	$264K	Buy	10,479 +6,393	+156%	+$159K	0.19%	125
2018 Q4	$101K	Buy	+4,086	New	+$99.4K	0.1%	219

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's GOVT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 35,891 shares — an estimated $1M sold.

Squar Milner Financial Services first reported a position in GOVT in Q4 2018 and held it in 7 quarters. The position peaked at $1.64M in Q1 2020. 443 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 35,891 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $1M.
Squar Milner Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares US Treasury Bond ETF position peaked at $1.64M in Q1 2020.
443 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.