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Walled Lake Planning & Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Walled Lake Planning & Wealth Management’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
-11
Closed – – 345
2020
Q1 		$0 Buy
+11
New +$295 ﹤0.01% 338

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Carson Wealth (CWM LLC)
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UCFA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
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BlackRock
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GOVT Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2020, closing a stake of 11 shares.

Walled Lake Planning & Wealth Management first reported a position in GOVT in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 434 funds tracked by Wall St. Rank hold GOVT as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 11 iShares US Treasury Bond ETF shares in Q2 2020.
  • Walled Lake Planning & Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares US Treasury Bond ETF position peaked at $0 in Q1 2020.
  • 434 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.