AWM
IGOV icon

Abound Wealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Abound Wealth Management’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-38
Closed -$1.41K – 1382
2023
Q3 		$1.41K Buy
+38
New +$1.48K ﹤0.01% 666

Other funds holding IGOV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Abound Wealth Management's IGOV Position: Q4 2023 in Review

Abound Wealth Management sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2023, closing a stake of 38 shares — an estimated $1.41K sold.

Abound Wealth Management first reported a position in IGOV in Q3 2023 and held it in 1 quarter. The position peaked at $1.41K in Q3 2023. 104 funds tracked by Wall St. Rank hold IGOV as of Q4 2023.

  • Abound Wealth Management reported no remaining iShares International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 38 iShares International Treasury Bond ETF shares in Q4 2023, an estimated $1.41K.
  • Abound Wealth Management first reported a position in iShares International Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Abound Wealth Management's iShares International Treasury Bond ETF position peaked at $1.41K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.