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Wealth & Pension Services Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealth & Pension Services 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
2019
Q3 		$1.51M Hold
57,536
– – 1.1% 27
2019
Q2 		$1.49M Hold
57,536
– – 1.08% 29
2019
Q1 		$1.45M Buy
+57,536
New +$1.43M 1.13% 27

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Wealth & Pension Services Group's GOVT Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares US Treasury Bond ETF (GOVT) position steady in Q3 2019 at 57,536 shares worth $1.51M. The position accounts for 1.1% of the portfolio, ranked #27.

Wealth & Pension Services Group first reported a position in GOVT in Q1 2019 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold GOVT as of Q3 2019.

  • Wealth & Pension Services Group held 57,536 shares of iShares US Treasury Bond ETF worth $1.51M as of Q3 2019.
  • Wealth & Pension Services Group left its iShares US Treasury Bond ETF share count unchanged in Q3 2019.
  • iShares US Treasury Bond ETF made up 1.1% of Wealth & Pension Services Group's portfolio in Q3 2019, its #27 holding.
  • Wealth & Pension Services Group first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.