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

Signature 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
2018 Q4	–	Sell	-900	Closed	-$22K	–	159
2018 Q3	$22K	Buy	900 +2	+0.2%	+$49	0.02%	142
2018 Q2	$22K	Hold	898	–	–	0.02%	140
2018 Q1	$22K	Hold	898	–	–	0.02%	139
2017 Q4	$23K	Buy	+898	New	+$22.6K	0.02%	136

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 22.9% 1-Year Est. Return

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

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 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 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

Signature Wealth Management Group's GOVT Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2018, closing a stake of 900 shares — an estimated $22K sold.

Signature Wealth Management Group first reported a position in GOVT in Q4 2017 and held it in 4 quarters. The position peaked at $23K in Q4 2017. 216 funds tracked by Wall St. Rank hold GOVT as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 900 iShares US Treasury Bond ETF shares in Q4 2018, an estimated $22K.
Signature Wealth Management Group first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares US Treasury Bond ETF position peaked at $23K in Q4 2017.
216 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.