Wealthspire Advisors (Maryland)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$127M	Buy	4,543,194 +4,500,287	+10,488%	+$126M	4.48%	5
2020 Q2	$1.2M	Buy	+42,907	New	+$1.2M	0.09%	140
2019 Q2	–	Sell	-382	Closed	-$10K	–	1075
2019 Q1	$10K	Hold	382	–	–	﹤0.01%	1533
2018 Q4	$9K	Buy	382 +36	+10%	+$876	﹤0.01%	1504
2018 Q3	$8K	Buy	346 +304	+724%	+$7.45K	﹤0.01%	1604
2018 Q2	$1K	Hold	42	–	–	﹤0.01%	2309
2018 Q1	$1K	Hold	42	–	–	﹤0.01%	2337
2017 Q4	$1K	Sell	42 -390	-90%	-$9.81K	﹤0.01%	2281
2017 Q3	$11K	Buy	432 +12	+3%	+$304	﹤0.01%	1539
2017 Q2	$11K	Buy	420 +109	+35%	+$2.75K	﹤0.01%	1489
2017 Q1	$8K	Sell	311 -289	-48%	-$7.22K	﹤0.01%	1400
2016 Q4	$15K	Hold	600	–	–	﹤0.01%	1100
2016 Q3	$16K	Hold	600	–	–	﹤0.01%	1119
2016 Q2	$16K	Hold	600	–	–	﹤0.01%	1068
2016 Q1	$15K	Hold	600	–	–	﹤0.01%	1066
2015 Q4	$15K	Buy	+600	New	+$15.1K	﹤0.01%	1068

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GOVT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares US Treasury Bond ETF (GOVT) stake by 10,488% in Q3 2020, buying an estimated $126M and bringing the position to 4,543,194 shares worth $127M. The position accounts for 4.48% of the portfolio, ranked #5.

Wealthspire Advisors (Maryland) first reported a position in GOVT in Q4 2015 and has held it in 16 quarters since. 443 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

Wealthspire Advisors (Maryland) held 4,543,194 shares of iShares US Treasury Bond ETF worth $127M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 4,500,287 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $126M.
iShares US Treasury Bond ETF made up 4.48% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #5 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares US Treasury Bond ETF in Q4 2015 and has held it in 16 quarters since.
443 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.