Winslow Evans & Crocker’s iShares US Treasury Bond ETF GOVT Stock Holding History

Winslow Evans & Crocker’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	$2K	Buy	+80	New	+$2.21K	﹤0.01%	1222
2018 Q2	–	Sell	-376	Closed	-$9.26K	–	1140
2018 Q1	$9.26K	Hold	376	–	–	﹤0.01%	805
2017 Q4	$9.41K	Hold	376	–	–	﹤0.01%	822
2017 Q3	$9.47K	Buy	376 +1	+0.3%	+$25	﹤0.01%	831
2017 Q2	$9.47K	Sell	375 -1	-0.3%	-$25	﹤0.01%	928
2017 Q1	$9.39K	Sell	376 -2,240	-86%	-$56K	﹤0.01%	903
2016 Q4	$65.2K	Hold	2,616	–	–	0.02%	475
2016 Q3	$68.2K	Hold	2,616	–	–	0.02%	476
2016 Q2	$68.6K	Buy	2,616 +1,871	+251%	+$48.3K	0.02%	450
2016 Q1	$19.2K	Buy	+745	New	+$19.1K	0.01%	713

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Winslow Evans & Crocker's GOVT Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares US Treasury Bond ETF (GOVT) in Q4 2020: 80 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in GOVT as recently as Q1 2018.

Winslow Evans & Crocker first reported a position in GOVT in Q1 2016 and has held it in 10 quarters since. The position peaked at $68.6K in Q2 2016. 504 funds tracked by Wall St. Rank hold GOVT as of Q4 2020.

Winslow Evans & Crocker held 80 shares of iShares US Treasury Bond ETF worth $2K as of Q4 2020.
iShares US Treasury Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares US Treasury Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1222 holding.
Winslow Evans & Crocker first reported a position in iShares US Treasury Bond ETF in Q1 2016 and has held it in 10 quarters since.
Winslow Evans & Crocker's iShares US Treasury Bond ETF position peaked at $68.6K in Q2 2016.
504 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.