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

Bogart Wealth LLC’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
Q2 		– Sell
-652
Closed -$26.2K – 1083
2023
Q1 		$26.2K Buy
+652
New +$25.9K ﹤0.01% 415

Other funds holding IGOV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bogart Wealth LLC's IGOV Position: Q2 2023 in Review

Bogart Wealth LLC sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2023, closing a stake of 652 shares — an estimated $26.2K sold.

Bogart Wealth LLC first reported a position in IGOV in Q1 2023 and held it in 1 quarter. The position peaked at $26.2K in Q1 2023. 100 funds tracked by Wall St. Rank hold IGOV as of Q2 2023.

  • Bogart Wealth LLC reported no remaining iShares International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 652 iShares International Treasury Bond ETF shares in Q2 2023, an estimated $26.2K.
  • Bogart Wealth LLC first reported a position in iShares International Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares International Treasury Bond ETF position peaked at $26.2K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.