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Brandywine Oak Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-8,807
Closed -$158K – 370
2018
Q4 		$158K Buy
+8,807
New +$214K 0.04% 226

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Envestnet Asset Management
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 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

Brandywine Oak Private Wealth's GOVT Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2019, closing a stake of 8,807 shares — an estimated $158K sold.

Brandywine Oak Private Wealth first reported a position in GOVT in Q4 2018 and held it in 1 quarter. The position peaked at $158K in Q4 2018. 244 funds tracked by Wall St. Rank hold GOVT as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares US Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 8,807 iShares US Treasury Bond ETF shares in Q1 2019, an estimated $158K.
  • Brandywine Oak Private Wealth first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares US Treasury Bond ETF position peaked at $158K in Q4 2018.
  • 244 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.