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WCM
Wealthcare Capital Management’s
iShares US Treasury Bond ETF
GOVT
Stock Holding History
Wealthcare Capital Management’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
2022
Q1
–
Sell
-10,672
Closed
-$285K
–
84
2021
Q4
$285K
Buy
10,672
+1,773
+20%
+$46.9K
0.03%
72
2021
Q3
$236K
Sell
8,899
-247
-3%
-$6.62K
0.02%
72
2021
Q2
$243K
Sell
9,146
-2,849
-24%
-$75.2K
0.02%
69
2021
Q1
$314K
Sell
11,995
-1,104
-8%
-$29.5K
0.03%
58
2020
Q4
$357K
Sell
13,099
-1,067
-8%
-$29.4K
0.04%
50
2020
Q3
$396K
Sell
14,166
-7,076
-33%
-$198K
0.05%
44
2020
Q2
$595K
Sell
21,242
-35,089
-62%
-$982K
0.07%
32
2020
Q1
$1.58M
Sell
56,331
-45,659
-45%
-$1.23M
0.21%
18
2019
Q4
$2.65M
Sell
101,990
-5,462
-5%
-$143K
0.32%
14
2019
Q3
$2.83M
Sell
107,452
-2,972
-3%
-$77.6K
0.35%
13
2019
Q2
$2.85M
Sell
110,424
-7,306
-6%
-$185K
0.39%
12
2019
Q1
$2.97M
Sell
117,730
-30,877
-21%
-$768K
0.42%
11
2018
Q4
$3.66M
Buy
+148,607
New
+$3.61M
0.57%
11
2016
Q1
–
Sell
-38,602
Closed
-$967K
–
219
2015
Q4
$967K
Buy
+38,602
New
+$973K
0.12%
18
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UCFA
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$16.2B AUM
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1-Year Est. Return
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$38B AUM
19.66%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
Temasek Holdings
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$29.7B AUM
13.98%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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