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Integrated Wealth Management (Palm Desert)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$219K Hold
3,600
– – 0.07% 238
2016
Q4 		$219K Buy
+3,600
New +$219K 0.08% 220

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 17.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VGSH Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q1 2017 at 3,600 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #238.

Integrated Wealth Management (Palm Desert) first reported a position in VGSH in Q4 2016 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold VGSH as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 3,600 shares of Vanguard Short-Term Treasury ETF worth $219K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) left its Vanguard Short-Term Treasury ETF share count unchanged in Q1 2017.
  • Vanguard Short-Term Treasury ETF made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #238 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.