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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

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthcare Capital Management's GOVT Position: Q1 2022 in Review

Wealthcare Capital Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2022, closing a stake of 10,672 shares — an estimated $285K sold.

Wealthcare Capital Management first reported a position in GOVT in Q4 2015 and held it in 14 quarters. The position peaked at $3.66M in Q4 2018. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

  • Wealthcare Capital Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Wealthcare Capital Management sold 10,672 iShares US Treasury Bond ETF shares in Q1 2022, an estimated $285K.
  • Wealthcare Capital Management first reported a position in iShares US Treasury Bond ETF in Q4 2015 and held it in 14 quarters.
  • Wealthcare Capital Management's iShares US Treasury Bond ETF position peaked at $3.66M in Q4 2018.
  • 579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Wealthcare Capital Management's 13F filing for Q1 2022, filed 12 Apr 2022.