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Klingman & Associates’s iShares US Treasury Bond ETF GOVT Stock Holding History

Klingman & Associates’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
2018
Q2 		– Sell
-12,411
Closed -$306K – 106
2018
Q1 		$306K Buy
+12,411
New +$306K 0.07% 83

Other funds holding GOVT

Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Klingman & Associates's GOVT Position: Q2 2018 in Review

Klingman & Associates sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2018, closing a stake of 12,411 shares — an estimated $306K sold.

Klingman & Associates first reported a position in GOVT in Q1 2018 and held it in 1 quarter. The position peaked at $306K in Q1 2018. 169 funds tracked by Wall St. Rank hold GOVT as of Q2 2018.

  • Klingman & Associates reported no remaining iShares US Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Klingman & Associates sold 12,411 iShares US Treasury Bond ETF shares in Q2 2018, an estimated $306K.
  • Klingman & Associates first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Klingman & Associates's iShares US Treasury Bond ETF position peaked at $306K in Q1 2018.
  • 169 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2018.

Based on Klingman & Associates's 13F filing for Q2 2018, filed 2 Aug 2018.