Weaver Consulting Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-8,844	Closed	-$247K	–	433
2020 Q3	$247K	Sell	8,844 -105	-1%	-$2.94K	0.14%	105
2020 Q2	$251K	Buy	8,949 +252	+3%	+$7.05K	0.15%	95
2020 Q1	$244K	Sell	8,697 -2,559	-23%	-$68.7K	0.16%	85
2019 Q4	$296K	Sell	11,256 -2,595	-19%	-$67.8K	0.16%	85
2019 Q3	$356K	Sell	13,851 -200	-1%	-$5.22K	0.19%	71
2019 Q2	$363K	Sell	14,051 -998	-7%	-$25.3K	0.2%	67
2019 Q1	$385K	Buy	+15,049	New	+$374K	0.11%	139

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Weaver Consulting Group's GOVT Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2020, closing a stake of 8,844 shares — an estimated $247K sold.

Weaver Consulting Group first reported a position in GOVT in Q1 2019 and held it in 7 quarters. The position peaked at $385K in Q1 2019. 505 funds tracked by Wall St. Rank hold GOVT as of Q4 2020.

Weaver Consulting Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 8,844 iShares US Treasury Bond ETF shares in Q4 2020, an estimated $247K.
Weaver Consulting Group first reported a position in iShares US Treasury Bond ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares US Treasury Bond ETF position peaked at $385K in Q1 2019.
505 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.