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Wealth Alliance Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealth Alliance Advisory 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
-11,125
Closed -$271K – 128
2018
Q3 		$271K Buy
11,125
+4
+0% +$98 0.14% 108
2018
Q2 		$274K Buy
11,121
+1,239
+13% +$30.3K 0.15% 99
2018
Q1 		$244K Sell
9,882
-115,116
-92% -$2.84M 0.14% 98
2017
Q4 		$3.13M Buy
+124,998
New +$3.14M 2.81% 10

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

Wealth Alliance Advisory Group's GOVT Position: Q4 2018 in Review

Wealth Alliance Advisory Group sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2018, closing a stake of 11,125 shares — an estimated $271K sold.

Wealth Alliance Advisory Group first reported a position in GOVT in Q4 2017 and held it in 4 quarters. The position peaked at $3.13M in Q4 2017. 216 funds tracked by Wall St. Rank hold GOVT as of Q4 2018.

  • Wealth Alliance Advisory Group reported no remaining iShares US Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 11,125 iShares US Treasury Bond ETF shares in Q4 2018, an estimated $271K.
  • Wealth Alliance Advisory Group first reported a position in iShares US Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • Wealth Alliance Advisory Group's iShares US Treasury Bond ETF position peaked at $3.13M in Q4 2017.
  • 216 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2018, filed 28 Jan 2019.