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Stewardship Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stewardship Financial Advisors’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
Q1 		$27K Hold
1,018
– – 0.01% 78
2020
Q4 		$28K Hold
1,018
– – 0.01% 80
2020
Q3 		$28K Hold
1,018
– – 0.01% 68
2020
Q2 		$28K Buy
+1,018
New +$28.5K 0.01% 64

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
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)
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stewardship Financial Advisors's GOVT Position: Q1 2021 in Review

Stewardship Financial Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2021 at 1,018 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #78.

Stewardship Financial Advisors first reported a position in GOVT in Q2 2020 and has held it in 4 quarters since. The position peaked at $28K in Q4 2020. 516 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • Stewardship Financial Advisors held 1,018 shares of iShares US Treasury Bond ETF worth $27K as of Q1 2021.
  • Stewardship Financial Advisors left its iShares US Treasury Bond ETF share count unchanged in Q1 2021.
  • iShares US Treasury Bond ETF made up 0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #78 holding.
  • Stewardship Financial Advisors first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Stewardship Financial Advisors's iShares US Treasury Bond ETF position peaked at $28K in Q4 2020.
  • 516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.