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McAdam LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

McAdam LLC’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
Q4 		– Sell
-131
Closed -$3K – 261
2018
Q3 		$3K Hold
131
– – ﹤0.01% 473
2018
Q2 		$3K Hold
131
– – ﹤0.01% 458
2018
Q1 		$3K Buy
+131
New +$3.23K ﹤0.01% 471

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

McAdam LLC's GOVT Position: Q4 2018 in Review

McAdam LLC sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2018, closing a stake of 131 shares — an estimated $3K sold.

McAdam LLC first reported a position in GOVT in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 216 funds tracked by Wall St. Rank hold GOVT as of Q4 2018.

  • McAdam LLC reported no remaining iShares US Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 131 iShares US Treasury Bond ETF shares in Q4 2018, an estimated $3K.
  • McAdam LLC first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's iShares US Treasury Bond ETF position peaked at $3K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.