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

Bulltick 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
-12,576
Closed -$467K – 117
2023
Q3 		$467K Hold
12,576
– – 0.11% 90
2023
Q2 		$498K Sell
12,576
-49
-0.4% -$1.95K 0.11% 90
2023
Q1 		$508K Buy
+12,625
New +$502K 0.13% 81

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

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

Bulltick Wealth Management sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2023, closing a stake of 12,576 shares — an estimated $467K sold.

Bulltick Wealth Management first reported a position in IGOV in Q1 2023 and held it in 3 quarters. The position peaked at $508K in Q1 2023. 104 funds tracked by Wall St. Rank hold IGOV as of Q4 2023.

  • Bulltick Wealth Management reported no remaining iShares International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bulltick Wealth Management sold 12,576 iShares International Treasury Bond ETF shares in Q4 2023, an estimated $467K.
  • Bulltick Wealth Management first reported a position in iShares International Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • Bulltick Wealth Management's iShares International Treasury Bond ETF position peaked at $508K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2023.

Based on Bulltick Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.