Wealthcare Advisory Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealthcare Advisory Partners’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
2023 Q4	–	Sell	-16,484	Closed	-$363K	–	755
2023 Q3	$363K	Buy	+16,484	New	+$371K	0.02%	508
2021 Q2	–	Sell	-5,721	Closed	-$150K	–	1074
2021 Q1	$150K	Sell	5,721 -1,976	-26%	-$52.8K	0.01%	550
2020 Q4	$210K	Buy	+7,697	New	+$212K	0.02%	393
2020 Q2	–	Sell	-3,227	Closed	-$90K	–	750
2020 Q1	$90K	Buy	3,227 +1,768	+121%	+$47.4K	0.01%	391
2019 Q4	$38K	Buy	1,459 +2	+0.1%	+$52	﹤0.01%	609
2019 Q3	$38K	Buy	1,457 +674	+86%	+$17.6K	0.01%	593
2019 Q2	$20K	Hold	783	–	–	﹤0.01%	720
2019 Q1	$20K	Hold	783	–	–	﹤0.01%	659
2018 Q4	$19K	Hold	783	–	–	﹤0.01%	637
2018 Q3	$19K	Hold	783	–	–	﹤0.01%	687
2018 Q2	$19K	Hold	783	–	–	﹤0.01%	686
2018 Q1	$19K	Sell	783 -1,217	-61%	-$30K	﹤0.01%	588
2017 Q4	$50K	Sell	2,000 -159	-7%	-$4K	0.01%	370
2017 Q3	$54K	Buy	+2,159	New	+$54.7K	0.02%	294

Other funds holding GOVT

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthcare Advisory Partners's GOVT Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2023, closing a stake of 16,484 shares — an estimated $363K sold.

Wealthcare Advisory Partners first reported a position in GOVT in Q3 2017 and held it in 14 quarters. The position peaked at $363K in Q3 2023. 710 funds tracked by Wall St. Rank hold GOVT as of Q4 2023.

Wealthcare Advisory Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 16,484 iShares US Treasury Bond ETF shares in Q4 2023, an estimated $363K.
Wealthcare Advisory Partners first reported a position in iShares US Treasury Bond ETF in Q3 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's iShares US Treasury Bond ETF position peaked at $363K in Q3 2023.
710 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.