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

Bison Wealth’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
2024
Q3 		– Sell
-5,370
Closed -$213K – 441
2024
Q2 		$213K Hold
5,370
– – 0.03% 388
2024
Q1 		$213K Buy
+5,370
New +$214K 0.03% 388
2022
Q2 		– Sell
-482
Closed -$22K – 344
2022
Q1 		$22K Hold
482
– – 0.01% 301
2021
Q4 		$24K Sell
482
-824
-63% -$42K 0.01% 280
2021
Q3 		$67K Hold
1,306
– – 0.03% 303
2021
Q2 		$68K Sell
1,306
-62
-5% -$3.29K 0.03% 301
2021
Q1 		$71K Sell
1,368
-312
-19% -$16.8K 0.03% 299
2020
Q4 		$93K Hold
1,680
– – 0.04% 264
2020
Q3 		$89K Hold
1,680
– – 0.05% 226
2020
Q2 		$86K Sell
1,680
-330
-16% -$16.5K 0.05% 230
2020
Q1 		$99K Hold
2,010
– – 0.07% 206
2019
Q4 		$101K Buy
+2,010
New +$101K 0.05% 268
2015
Q4 		– Sell
-4,424
Closed -$201K – 242
2015
Q3 		$201K Buy
+4,424
New +$200K 0.13% 193
2015
Q2 		– Sell
-4,424
Closed -$202K – 256
2015
Q1 		$202K Buy
+4,424
New +$207K 0.12% 213

Other funds holding IGOV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bison Wealth's IGOV Position: Q3 2024 in Review

Bison Wealth sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2024, closing a stake of 5,370 shares — an estimated $213K sold.

Bison Wealth first reported a position in IGOV in Q1 2015 and held it in 14 quarters. The position peaked at $213K in Q2 2024. 97 funds tracked by Wall St. Rank hold IGOV as of Q3 2024.

  • Bison Wealth reported no remaining iShares International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 5,370 iShares International Treasury Bond ETF shares in Q3 2024, an estimated $213K.
  • Bison Wealth first reported a position in iShares International Treasury Bond ETF in Q1 2015 and held it in 14 quarters.
  • Bison Wealth's iShares International Treasury Bond ETF position peaked at $213K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.