ZIM
GOVT icon

Zacks Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Zacks Investment 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
2019
Q4 		– Sell
-14,029
Closed -$369K – 555
2019
Q3 		$369K Buy
14,029
+2,970
+27% +$77.5K 0.01% 463
2019
Q2 		$285K Buy
+11,059
New +$280K 0.01% 491
2016
Q2 		– Sell
-18,995
Closed -$490K – 662
2016
Q1 		$490K Sell
18,995
-4,569
-19% -$117K 0.02% 452
2015
Q4 		$591K Sell
23,564
-2,703
-10% -$68.2K 0.02% 392
2015
Q3 		$668K Sell
26,267
-7,209
-22% -$182K 0.02% 377
2015
Q2 		$838K Sell
33,476
-3,007
-8% -$75.9K 0.03% 332
2015
Q1 		$932K Sell
36,483
-3,668
-9% -$93.4K 0.03% 304
2014
Q4 		$1.01M Sell
40,151
-3,329
-8% -$83.5K 0.03% 273
2014
Q3 		$1.08M Buy
+43,480
New +$1.08M 0.04% 237

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Zacks Investment Management's GOVT Position: Q4 2019 in Review

Zacks Investment Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2019, closing a stake of 14,029 shares — an estimated $369K sold.

Zacks Investment Management first reported a position in GOVT in Q3 2014 and held it in 9 quarters. The position peaked at $1.08M in Q3 2014. 377 funds tracked by Wall St. Rank hold GOVT as of Q4 2019.

  • Zacks Investment Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Zacks Investment Management sold 14,029 iShares US Treasury Bond ETF shares in Q4 2019, an estimated $369K.
  • Zacks Investment Management first reported a position in iShares US Treasury Bond ETF in Q3 2014 and held it in 9 quarters.
  • Zacks Investment Management's iShares US Treasury Bond ETF position peaked at $1.08M in Q3 2014.
  • 377 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2019.

Based on Zacks Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.