USCA RIA’s iShares US Treasury Bond ETF GOVT Stock Holding History

USCA RIA’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	$266K	Hold	10,000	–	–	0.02%	494
2021 Q1	$262K	Buy	+10,000	New	+$267K	0.02%	459

Other funds holding GOVT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

USCA RIA's GOVT Position: Q2 2021 in Review

USCA RIA held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2021 at 10,000 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #494.

USCA RIA first reported a position in GOVT in Q1 2021 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold GOVT as of Q2 2021.

USCA RIA held 10,000 shares of iShares US Treasury Bond ETF worth $266K as of Q2 2021.
USCA RIA left its iShares US Treasury Bond ETF share count unchanged in Q2 2021.
iShares US Treasury Bond ETF made up 0.02% of USCA RIA's portfolio in Q2 2021, its #494 holding.
USCA RIA first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 2 quarters since.
516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.