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GOVT icon

Surevest’s iShares US Treasury Bond ETF GOVT Stock Holding History

Surevest’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
2019
Q4 		– Sell
-7,771
Closed -$205K – 149
2019
Q3 		$205K Buy
7,771
+37
+0.5% +$966 0.1% 128
2019
Q2 		$200K Buy
+7,734
New +$196K 0.1% 130

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Surevest's GOVT Position: Q4 2019 in Review

Surevest sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2019, closing a stake of 7,771 shares — an estimated $205K sold.

Surevest first reported a position in GOVT in Q2 2019 and held it in 2 quarters. The position peaked at $205K in Q3 2019. 377 funds tracked by Wall St. Rank hold GOVT as of Q4 2019.

  • Surevest reported no remaining iShares US Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Surevest sold 7,771 iShares US Treasury Bond ETF shares in Q4 2019, an estimated $205K.
  • Surevest first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 2 quarters.
  • Surevest's iShares US Treasury Bond ETF position peaked at $205K in Q3 2019.
  • 377 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2019.

Based on Surevest's 13F filing for Q4 2019, filed 14 Jan 2020.