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

Orgel 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
-1,245,812
Closed -$32.3M – 46
2019
Q4 		$32.3M Buy
+1,245,812
New +$32.5M 8.88% 3

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Orgel Wealth Management's GOVT Position: Q1 2020 in Review

Orgel Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2020, closing a stake of 1,245,812 shares — an estimated $32.3M sold.

Orgel Wealth Management first reported a position in GOVT in Q4 2019 and held it in 1 quarter. The position peaked at $32.3M in Q4 2019. 409 funds tracked by Wall St. Rank hold GOVT as of Q1 2020.

  • Orgel Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Orgel Wealth Management sold 1,245,812 iShares US Treasury Bond ETF shares in Q1 2020, an estimated $32.3M.
  • Orgel Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Orgel Wealth Management's iShares US Treasury Bond ETF position peaked at $32.3M in Q4 2019.
  • 409 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2020.

Based on Orgel Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.