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

Prestige Wealth Management Group’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
Q4 		– Sell
-16,719
Closed -$467K – 975
2020
Q3 		$467K Sell
16,719
-130
-0.8% -$3.65K 0.14% 74
2020
Q2 		$472K Sell
16,849
-120
-0.7% -$3.36K 0.17% 59
2020
Q1 		$475K Buy
16,969
+8,500
+100% +$228K 0.2% 49
2019
Q4 		$220K Sell
8,469
-10,572
-56% -$276K 0.12% 108
2019
Q3 		$501K Buy
+19,041
New +$497K 0.29% 55

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Prestige Wealth Management Group's GOVT Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2020, closing a stake of 16,719 shares — an estimated $467K sold.

Prestige Wealth Management Group first reported a position in GOVT in Q3 2019 and held it in 5 quarters. The position peaked at $501K in Q3 2019. 504 funds tracked by Wall St. Rank hold GOVT as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 16,719 iShares US Treasury Bond ETF shares in Q4 2020, an estimated $467K.
  • Prestige Wealth Management Group first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 5 quarters.
  • Prestige Wealth Management Group's iShares US Treasury Bond ETF position peaked at $501K in Q3 2019.
  • 504 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.