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

WealthOne’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	–	Sell	-9,685	Closed	-$250K	–	92
2019 Q2	$250K	Buy	+9,685	New	+$245K	0.18%	82

Other funds holding GOVT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

WealthOne's GOVT Position: Q3 2019 in Review

WealthOne sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2019, closing a stake of 9,685 shares — an estimated $250K sold.

WealthOne first reported a position in GOVT in Q2 2019 and held it in 1 quarter. The position peaked at $250K in Q2 2019. 309 funds tracked by Wall St. Rank hold GOVT as of Q3 2019.

WealthOne reported no remaining iShares US Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
WealthOne sold 9,685 iShares US Treasury Bond ETF shares in Q3 2019, an estimated $250K.
WealthOne first reported a position in iShares US Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
WealthOne's iShares US Treasury Bond ETF position peaked at $250K in Q2 2019.
309 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2019.

Based on WealthOne's 13F filing for Q3 2019, filed 14 Nov 2019.