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Calton & Associates’s iShares International Treasury Bond ETF IGOV Stock Holding History

Calton & Associates’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
2019
Q1 		– Sell
-6,781
Closed -$329K – 270
2018
Q4 		$329K Sell
6,781
-1,455
-18% -$69.5K 0.12% 155
2018
Q3 		$397K Buy
8,236
+972
+13% +$47.4K 0.12% 156
2018
Q2 		$354K Buy
+7,264
New +$363K 0.1% 157
2018
Q1 		– Sell
-320
Closed -$16K – 785
2017
Q4 		$16K Buy
+320
New +$15.8K ﹤0.01% 933

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 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

Calton & Associates's IGOV Position: Q1 2019 in Review

Calton & Associates sold out of iShares International Treasury Bond ETF (IGOV) in Q1 2019, closing a stake of 6,781 shares — an estimated $329K sold.

Calton & Associates first reported a position in IGOV in Q4 2017 and held it in 4 quarters. The position peaked at $397K in Q3 2018. 112 funds tracked by Wall St. Rank hold IGOV as of Q1 2019.

  • Calton & Associates reported no remaining iShares International Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Calton & Associates sold 6,781 iShares International Treasury Bond ETF shares in Q1 2019, an estimated $329K.
  • Calton & Associates first reported a position in iShares International Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
  • Calton & Associates's iShares International Treasury Bond ETF position peaked at $397K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2019.

Based on Calton & Associates's 13F filing for Q1 2019, filed 25 Apr 2019.