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

WealthShield’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
2017
Q4 		$22K Buy
+874
New +$22K 0.01% 176

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthShield's GOVT Position: Q4 2017 in Review

WealthShield opened a new position in iShares US Treasury Bond ETF (GOVT) in Q4 2017: 874 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings.

143 funds tracked by Wall St. Rank hold GOVT as of Q4 2017.

  • WealthShield held 874 shares of iShares US Treasury Bond ETF worth $22K as of Q4 2017.
  • iShares US Treasury Bond ETF was a new WealthShield position in Q4 2017.
  • iShares US Treasury Bond ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #176 holding.
  • 143 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.