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Watson Rebecca’s iShares US Treasury Bond ETF GOVT Stock Holding History

Watson Rebecca’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
Q3 		$3.81M Sell
136,254
-3,239
-2% -$90.8K 2.24% 12
2020
Q2 		$3.9M Sell
139,493
-33,176
-19% -$928K 2.34% 10
2020
Q1 		$4.87M Buy
172,669
+30,152
+21% +$809K 3.37% 7
2019
Q4 		$3.7M Buy
+142,517
New +$3.72M 2.24% 14

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Watson Rebecca's GOVT Position: Q3 2020 in Review

Watson Rebecca reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.3% in Q3 2020, selling an estimated $90.8K and leaving 136,254 shares worth $3.81M. The position accounts for 2.24% of the portfolio, ranked #12.

Watson Rebecca first reported a position in GOVT in Q4 2019 and has held it in 4 quarters since. The position peaked at $4.87M in Q1 2020. 443 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

  • Watson Rebecca held 136,254 shares of iShares US Treasury Bond ETF worth $3.81M as of Q3 2020.
  • Watson Rebecca sold 3,239 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $90.8K.
  • iShares US Treasury Bond ETF made up 2.24% of Watson Rebecca's portfolio in Q3 2020, its #12 holding.
  • Watson Rebecca first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares US Treasury Bond ETF position peaked at $4.87M in Q1 2020.
  • 443 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.