SFG
GOVT icon

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

StrategIQ 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
Q2 		– Sell
-13,000
Closed -$364K – 190
2020
Q1 		$364K Sell
13,000
-108,122
-89% -$2.9M 0.11% 139
2019
Q4 		$3.14M Sell
121,122
-17,766
-13% -$464K 0.81% 35
2019
Q3 		$3.66M Sell
138,888
-455
-0.3% -$11.9K 1.03% 28
2019
Q2 		$3.6M Buy
139,343
+5,417
+4% +$137K 1.04% 28
2019
Q1 		$3.38M Buy
133,926
+55,407
+71% +$1.38M 1.04% 27
2018
Q4 		$1.94M Buy
78,519
+2,433
+3% +$59.2K 0.66% 39
2018
Q3 		$1.85M Sell
76,086
-3,200
-4% -$78.4K 0.59% 43
2018
Q2 		$1.95M Buy
79,286
+6,577
+9% +$161K 0.68% 37
2018
Q1 		$1.79M Buy
72,709
+6,789
+10% +$167K 0.71% 39
2017
Q4 		$1.65M Buy
65,920
+56,044
+567% +$1.41M 0.64% 46
2017
Q3 		$249K Buy
9,876
+78
+0.8% +$1.98K 0.1% 129
2017
Q2 		$247K Buy
9,798
+134
+1% +$3.38K 0.1% 127
2017
Q1 		$242K Buy
9,664
+273
+3% +$6.82K 0.11% 119
2016
Q4 		$234K Buy
+9,391
New +$238K 0.12% 114

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

StrategIQ Financial Group's GOVT Position: Q2 2020 in Review

StrategIQ Financial Group sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2020, closing a stake of 13,000 shares — an estimated $364K sold.

StrategIQ Financial Group first reported a position in GOVT in Q4 2016 and held it in 14 quarters. The position peaked at $3.66M in Q3 2019. 434 funds tracked by Wall St. Rank hold GOVT as of Q2 2020.

  • StrategIQ Financial Group reported no remaining iShares US Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • StrategIQ Financial Group sold 13,000 iShares US Treasury Bond ETF shares in Q2 2020, an estimated $364K.
  • StrategIQ Financial Group first reported a position in iShares US Treasury Bond ETF in Q4 2016 and held it in 14 quarters.
  • StrategIQ Financial Group's iShares US Treasury Bond ETF position peaked at $3.66M in Q3 2019.
  • 434 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2020.

Based on StrategIQ Financial Group's 13F filing for Q2 2020, filed 3 Aug 2020.