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Welch & Forbes’s iShares US Treasury Bond ETF GOVT Stock Holding History

Welch & Forbes’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
Q1 		– Sell
-7,395
Closed -$202K – 389
2020
Q4 		$202K Hold
7,395
– – ﹤0.01% 381
2020
Q3 		$207K Buy
+7,395
New +$207K ﹤0.01% 342

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Welch & Forbes's GOVT Position: Q1 2021 in Review

Welch & Forbes sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 7,395 shares — an estimated $202K sold.

Welch & Forbes first reported a position in GOVT in Q3 2020 and held it in 2 quarters. The position peaked at $207K in Q3 2020. 516 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • Welch & Forbes reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Welch & Forbes sold 7,395 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $202K.
  • Welch & Forbes first reported a position in iShares US Treasury Bond ETF in Q3 2020 and held it in 2 quarters.
  • Welch & Forbes's iShares US Treasury Bond ETF position peaked at $207K in Q3 2020.
  • 516 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Welch & Forbes's 13F filing for Q1 2021, filed 14 Apr 2021.