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RAFFA WEALTH MANAGEMENT, LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q3 		– Sell
-2,854
Closed -$75.9K – 1122
2021
Q2 		$75.9K Buy
+2,854
New +$75.3K 0.03% 95

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's GOVT Position: Q3 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2021, closing a stake of 2,854 shares — an estimated $75.9K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in GOVT in Q2 2021 and held it in 1 quarter. The position peaked at $75.9K in Q2 2021. 517 funds tracked by Wall St. Rank hold GOVT as of Q3 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares US Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2,854 iShares US Treasury Bond ETF shares in Q3 2021, an estimated $75.9K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares US Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares US Treasury Bond ETF position peaked at $75.9K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2021, filed 27 Jul 2026.