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Strategic Wealth Management Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Strategic Wealth Management 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
2021
Q2 		$785K Hold
29,512
– – 0.29% 47
2021
Q1 		$773K Sell
29,512
-8,109
-22% -$217K 0.3% 44
2020
Q4 		$1.02M Hold
37,621
– – 0.44% 31
2020
Q3 		$1.05M Buy
+37,621
New +$1.05M 0.51% 32

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Wealth Management Group's GOVT Position: Q2 2021 in Review

Strategic Wealth Management Group held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2021 at 29,512 shares worth $785K. The position accounts for 0.29% of the portfolio, ranked #47.

Strategic Wealth Management Group first reported a position in GOVT in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2020. 516 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

  • Strategic Wealth Management Group held 29,512 shares of iShares US Treasury Bond ETF worth $785K as of Q2 2021.
  • Strategic Wealth Management Group left its iShares US Treasury Bond ETF share count unchanged in Q2 2021.
  • iShares US Treasury Bond ETF made up 0.29% of Strategic Wealth Management Group's portfolio in Q2 2021, its #47 holding.
  • Strategic Wealth Management Group first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • Strategic Wealth Management Group's iShares US Treasury Bond ETF position peaked at $1.05M in Q3 2020.
  • 516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.