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Winch Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Winch Advisory Services’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
Q1 		– Sell
-49,076
Closed -$1.21M – 386
2018
Q4 		$1.21M Buy
+49,076
New +$1.19M 0.67% 32

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winch Advisory Services's GOVT Position: Q1 2019 in Review

Winch Advisory Services sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2019, closing a stake of 49,076 shares — an estimated $1.21M sold.

Winch Advisory Services first reported a position in GOVT in Q4 2018 and held it in 1 quarter. The position peaked at $1.21M in Q4 2018. 244 funds tracked by Wall St. Rank hold GOVT as of Q1 2019.

  • Winch Advisory Services reported no remaining iShares US Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Winch Advisory Services sold 49,076 iShares US Treasury Bond ETF shares in Q1 2019, an estimated $1.21M.
  • Winch Advisory Services first reported a position in iShares US Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • Winch Advisory Services's iShares US Treasury Bond ETF position peaked at $1.21M in Q4 2018.
  • 244 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.