Sage Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sage Advisory Services’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
2019 Q2	–	Sell	-21,185	Closed	-$534K	–	50
2019 Q1	$534K	Buy	21,185 +2,800	+15%	+$69.6K	0.05%	45
2018 Q4	$456K	Buy	18,385 +495	+3%	+$12K	0.05%	44
2018 Q3	$435K	Hold	17,890	–	–	0.04%	47
2018 Q2	$440K	Hold	17,890	–	–	0.04%	41
2018 Q1	$442K	Buy	+17,890	New	+$441K	0.04%	44

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Sage Advisory Services's GOVT Position: Q2 2019 in Review

Sage Advisory Services sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2019, closing a stake of 21,185 shares — an estimated $534K sold.

Sage Advisory Services first reported a position in GOVT in Q1 2018 and held it in 5 quarters. The position peaked at $534K in Q1 2019. 278 funds tracked by Wall St. Rank hold GOVT as of Q2 2019.

Sage Advisory Services reported no remaining iShares US Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Sage Advisory Services sold 21,185 iShares US Treasury Bond ETF shares in Q2 2019, an estimated $534K.
Sage Advisory Services first reported a position in iShares US Treasury Bond ETF in Q1 2018 and held it in 5 quarters.
Sage Advisory Services's iShares US Treasury Bond ETF position peaked at $534K in Q1 2019.
278 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2019.

Based on Sage Advisory Services's 13F filing for Q2 2019, filed 26 Jul 2019.