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IBEX Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

IBEX Wealth Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-53,073
Closed -$3.23M – 112
2019
Q4 		$3.23M Buy
+53,073
New +$3.23M 0.99% 43

Other funds holding VGSH

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

IBEX Wealth Advisors's VGSH Position: Q1 2020 in Review

IBEX Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2020, closing a stake of 53,073 shares — an estimated $3.23M sold.

IBEX Wealth Advisors first reported a position in VGSH in Q4 2019 and held it in 1 quarter. The position peaked at $3.23M in Q4 2019. 358 funds tracked by Wall St. Rank hold VGSH as of Q1 2020.

  • IBEX Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 53,073 Vanguard Short-Term Treasury ETF shares in Q1 2020, an estimated $3.23M.
  • IBEX Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $3.23M in Q4 2019.
  • 358 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2020.

Based on IBEX Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.