United Asset Strategies’s iShares US Treasury Bond ETF GOVT Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-10,111	Closed	-$275K	–	219
2020 Q4	$275K	Sell	10,111 -40,119	-80%	-$1.11M	0.04%	179
2020 Q3	$1.4M	Sell	50,230 -11,172	-18%	-$313K	0.26%	77
2020 Q2	$1.72M	Buy	61,402 +13,466	+28%	+$377K	0.34%	70
2020 Q1	$1.34M	Sell	47,936 -2,058	-4%	-$55.2K	0.33%	69
2019 Q4	$1.3M	Buy	49,994 +40,996	+456%	+$1.07M	0.25%	89
2019 Q3	$237K	Hold	8,998	–	–	0.05%	163
2019 Q2	$232K	Sell	8,998 -33	-0.4%	-$836	0.05%	168
2019 Q1	$228K	Buy	9,031 +200	+2%	+$4.97K	0.05%	180
2018 Q4	$218K	Hold	8,831	–	–	0.06%	176
2018 Q3	$215K	Buy	+8,831	New	+$216K	0.05%	191

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

United Asset Strategies's GOVT Position: Q1 2021 in Review

United Asset Strategies sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 10,111 shares — an estimated $275K sold.

United Asset Strategies first reported a position in GOVT in Q3 2018 and held it in 10 quarters. The position peaked at $1.72M in Q2 2020. 516 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

United Asset Strategies reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
United Asset Strategies sold 10,111 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $275K.
United Asset Strategies first reported a position in iShares US Treasury Bond ETF in Q3 2018 and held it in 10 quarters.
United Asset Strategies's iShares US Treasury Bond ETF position peaked at $1.72M in Q2 2020.
516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on United Asset Strategies's 13F filing for Q1 2021, filed 27 Apr 2021.