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TIAA Kaspick’s iShares US Treasury Bond ETF GOVT Stock Holding History

TIAA Kaspick’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
-256,229
Closed -$7.18M – 28
2020
Q1 		$7.18M Sell
256,229
-37,259
-13% -$1,000K 4.15% 5
2019
Q4 		$7.61M Hold
293,488
– – 1.98% 7
2019
Q3 		$7.73M Hold
293,488
– – 2.08% 6
2019
Q2 		$7.58M Buy
293,488
+5,582
+2% +$141K 2.34% 6
2019
Q1 		$7.27M Buy
+287,906
New +$7.16M 2.38% 4

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
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 $16.3B AUM 16.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA Kaspick's GOVT Position: Q2 2020 in Review

TIAA Kaspick sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2020, closing a stake of 256,229 shares — an estimated $7.18M sold.

TIAA Kaspick first reported a position in GOVT in Q1 2019 and held it in 5 quarters. The position peaked at $7.73M in Q3 2019. 434 funds tracked by Wall St. Rank hold GOVT as of Q2 2020.

  • TIAA Kaspick reported no remaining iShares US Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • TIAA Kaspick sold 256,229 iShares US Treasury Bond ETF shares in Q2 2020, an estimated $7.18M.
  • TIAA Kaspick first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 5 quarters.
  • TIAA Kaspick's iShares US Treasury Bond ETF position peaked at $7.73M in Q3 2019.
  • 434 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2020.

Based on TIAA Kaspick's 13F filing for Q2 2020, filed 10 Aug 2020.