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

Brown 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
2025 Q4	–	Sell	-74,272	Closed	-$3.16M	–	112
2025 Q3	$3.16M	Buy	74,272 +12,951	+21%	+$549K	0.89%	29
2025 Q2	$2.64M	Sell	61,321 -6,195	-9%	-$258K	0.82%	29
2025 Q1	$2.66M	Buy	67,516 +4,020	+6%	+$156K	0.92%	27
2024 Q4	$2.44M	Buy	63,496 +4,295	+7%	+$171K	0.86%	26
2024 Q3	$2.48M	Buy	59,201 +4,914	+9%	+$200K	0.89%	25
2024 Q2	$2.1M	Buy	54,287 +3,174	+6%	+$124K	0.84%	29
2024 Q1	$2.03M	Buy	+51,113	New	+$2.04M	0.84%	28

Other funds holding IGOV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Brown Wealth Management's IGOV Position: Q4 2025 in Review

Brown Wealth Management sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2025, closing a stake of 74,272 shares — an estimated $3.16M sold.

Brown Wealth Management first reported a position in IGOV in Q1 2024 and held it in 7 quarters. The position peaked at $3.16M in Q3 2025. 141 funds tracked by Wall St. Rank hold IGOV as of Q4 2025.

Brown Wealth Management reported no remaining iShares International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Brown Wealth Management sold 74,272 iShares International Treasury Bond ETF shares in Q4 2025, an estimated $3.16M.
Brown Wealth Management first reported a position in iShares International Treasury Bond ETF in Q1 2024 and held it in 7 quarters.
Brown Wealth Management's iShares International Treasury Bond ETF position peaked at $3.16M in Q3 2025.
141 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2025.

Based on Brown Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.