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Stolper & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

Stolper & Co’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
-19,010
Closed -$532K – 88
2020
Q2 		$532K Buy
19,010
+48
+0.3% +$1.34K 0.35% 60
2020
Q1 		$531K Buy
+18,962
New +$509K 0.38% 60

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
United Capital Financial Advisors
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stolper & Co's GOVT Position: Q3 2020 in Review

Stolper & Co sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2020, closing a stake of 19,010 shares — an estimated $532K sold.

Stolper & Co first reported a position in GOVT in Q1 2020 and held it in 2 quarters. The position peaked at $532K in Q2 2020. 442 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • Stolper & Co reported no remaining iShares US Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Stolper & Co sold 19,010 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $532K.
  • Stolper & Co first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Stolper & Co's iShares US Treasury Bond ETF position peaked at $532K in Q2 2020.
  • 442 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Stolper & Co's 13F filing for Q3 2020, filed 8 Oct 2020.