IFWM
GOVT icon

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

Institute for 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
2020
Q1 		– Sell
-133
Closed -$3K – 494
2019
Q4 		$3K Buy
+133
New +$3.47K ﹤0.01% 652

Other funds holding GOVT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Institute for Wealth Management's GOVT Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2020, closing a stake of 133 shares — an estimated $3K sold.

Institute for Wealth Management first reported a position in GOVT in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 409 funds tracked by Wall St. Rank hold GOVT as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 133 iShares US Treasury Bond ETF shares in Q1 2020, an estimated $3K.
  • Institute for Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares US Treasury Bond ETF position peaked at $3K in Q4 2019.
  • 409 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.