CWM
GOVT icon

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

Concert 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
2016
Q4 		– Sell
-124
Closed -$3K – 653
2016
Q3 		$3K Buy
+124
New +$3.24K ﹤0.01% 986

Other funds holding GOVT

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Concert Wealth Management's GOVT Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2016, closing a stake of 124 shares — an estimated $3K sold.

Concert Wealth Management first reported a position in GOVT in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 96 funds tracked by Wall St. Rank hold GOVT as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 124 iShares US Treasury Bond ETF shares in Q4 2016, an estimated $3K.
  • Concert Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares US Treasury Bond ETF position peaked at $3K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.