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Wealthfront’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-82
Closed -$2K – 1323
2015
Q2 		$2K Buy
+82
New +$2.07K ﹤0.01% 1179
2014
Q3 		– Sell
-85
Closed -$2K – 684
2014
Q2 		$2K Buy
+85
New +$2.1K ﹤0.01% 553

Other funds holding GOVT

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealthfront's GOVT Position: Q3 2015 in Review

Wealthfront sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2015, closing a stake of 82 shares — an estimated $2K sold.

Wealthfront first reported a position in GOVT in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 50 funds tracked by Wall St. Rank hold GOVT as of Q3 2015.

  • Wealthfront reported no remaining iShares US Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 82 iShares US Treasury Bond ETF shares in Q3 2015, an estimated $2K.
  • Wealthfront first reported a position in iShares US Treasury Bond ETF in Q2 2014 and held it in 2 quarters.
  • Wealthfront's iShares US Treasury Bond ETF position peaked at $2K in Q2 2015.
  • 50 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.