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

Advantage 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
Q3 		$16K Buy
+612
New +$16K 0.01% 565
2019
Q1 		– Sell
-1,000
Closed -$25K – 952
2018
Q4 		$25K Hold
1,000
– – 0.02% 470
2018
Q3 		$24K Hold
1,000
– – 0.02% 534
2018
Q2 		$25K Buy
+1,000
New +$24.5K 0.02% 495

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Advantage Investment Management's GOVT Position: Q3 2019 in Review

Advantage Investment Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2019: 612 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Advantage Investment Management previously reported a position in GOVT as recently as Q4 2018.

Advantage Investment Management first reported a position in GOVT in Q2 2018 and has held it in 4 quarters since. The position peaked at $25K in Q4 2018. 309 funds tracked by Wall St. Rank hold GOVT as of Q3 2019.

  • Advantage Investment Management held 612 shares of iShares US Treasury Bond ETF worth $16K as of Q3 2019.
  • iShares US Treasury Bond ETF was a new Advantage Investment Management position in Q3 2019.
  • iShares US Treasury Bond ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #565 holding.
  • Advantage Investment Management first reported a position in iShares US Treasury Bond ETF in Q2 2018 and has held it in 4 quarters since.
  • Advantage Investment Management's iShares US Treasury Bond ETF position peaked at $25K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.