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

TrueWealth 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
-1,995
Closed -$49K – 757
2018
Q3 		$49K Hold
1,995
– – 0.02% 272
2018
Q2 		$49K Buy
1,995
+70
+4% +$1.71K 0.02% 268
2018
Q1 		$48K Hold
1,925
– – 0.02% 263
2017
Q4 		$48K Buy
+1,925
New +$48.4K 0.02% 290

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

TrueWealth LLC's GOVT Position: Q4 2018 in Review

TrueWealth LLC sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2018, closing a stake of 1,995 shares — an estimated $49K sold.

TrueWealth LLC first reported a position in GOVT in Q4 2017 and held it in 4 quarters. The position peaked at $49K in Q3 2018. 216 funds tracked by Wall St. Rank hold GOVT as of Q4 2018.

  • TrueWealth LLC reported no remaining iShares US Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 1,995 iShares US Treasury Bond ETF shares in Q4 2018, an estimated $49K.
  • TrueWealth LLC first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's iShares US Treasury Bond ETF position peaked at $49K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.