AWM
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Altium Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Altium Wealth 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
-10,934
Closed -$288K – 297
2019
Q3 		$288K Buy
+10,934
New +$285K 0.04% 222
2018
Q3 		– Sell
-12,592
Closed -$310K – 309
2018
Q2 		$310K Sell
12,592
-1,786
-12% -$43.7K 0.08% 175
2018
Q1 		$355K Hold
14,378
– – 0.14% 108
2017
Q4 		$361K Buy
+14,378
New +$362K 0.17% 102

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Altium Wealth Management's GOVT Position: Q4 2019 in Review

Altium Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2019, closing a stake of 10,934 shares — an estimated $288K sold.

Altium Wealth Management first reported a position in GOVT in Q4 2017 and held it in 4 quarters. The position peaked at $361K in Q4 2017. 377 funds tracked by Wall St. Rank hold GOVT as of Q4 2019.

  • Altium Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Altium Wealth Management sold 10,934 iShares US Treasury Bond ETF shares in Q4 2019, an estimated $288K.
  • Altium Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • Altium Wealth Management's iShares US Treasury Bond ETF position peaked at $361K in Q4 2017.
  • 377 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2019.

Based on Altium Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.