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Avantax Planning Partners’s iShares International Treasury Bond ETF IGOV Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,179
Closed -$57K – 714
2018
Q3 		$57K Buy
+1,179
New +$57.4K ﹤0.01% 455
2018
Q2 		– Sell
-1,179
Closed -$61K – 810
2018
Q1 		$61K Buy
+1,179
New +$60.1K 0.01% 492

Other funds holding IGOV

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Planning Partners's IGOV Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2018, closing a stake of 1,179 shares — an estimated $57K sold.

Avantax Planning Partners first reported a position in IGOV in Q1 2018 and held it in 2 quarters. The position peaked at $61K in Q1 2018. 112 funds tracked by Wall St. Rank hold IGOV as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,179 iShares International Treasury Bond ETF shares in Q4 2018, an estimated $57K.
  • Avantax Planning Partners first reported a position in iShares International Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares International Treasury Bond ETF position peaked at $61K in Q1 2018.
  • 112 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.