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Wellesley Investment Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Wellesley Investment Partners’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
Q4 		– Sell
-7,681
Closed -$202K – 123
2019
Q3 		$202K Buy
+7,681
New +$201K 0.07% 107

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Truist Financial
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UCFA
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BlackRock
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PAS
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Wellesley Investment Partners's GOVT Position: Q4 2019 in Review

Wellesley Investment Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2019, closing a stake of 7,681 shares — an estimated $202K sold.

Wellesley Investment Partners first reported a position in GOVT in Q3 2019 and held it in 1 quarter. The position peaked at $202K in Q3 2019. 377 funds tracked by Wall St. Rank hold GOVT as of Q4 2019.

  • Wellesley Investment Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 7,681 iShares US Treasury Bond ETF shares in Q4 2019, an estimated $202K.
  • Wellesley Investment Partners first reported a position in iShares US Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Wellesley Investment Partners's iShares US Treasury Bond ETF position peaked at $202K in Q3 2019.
  • 377 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2019.

Based on Wellesley Investment Partners's 13F filing for Q4 2019, filed 7 Feb 2020.