Cambridge Trust’s iShares International Treasury Bond ETF IGOV Stock Holding History

Cambridge Trust’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	-40	Closed	-$1.49K	–	714
2023 Q3	$1.49K	Hold	40	–	–	﹤0.01%	680
2023 Q2	$1.58K	Sell	40 -6	-13%	-$239	﹤0.01%	669
2023 Q1	$1.85K	Hold	46	–	–	﹤0.01%	719
2022 Q4	$2K	Hold	46	–	–	﹤0.01%	762
2022 Q3	$2K	Buy	46 +6	+15%	+$239	﹤0.01%	779
2022 Q2	$2K	Buy	+40	New	+$1.71K	﹤0.01%	807

Other funds holding IGOV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Cambridge Trust's IGOV Position: Q4 2023 in Review

Cambridge Trust sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2023, closing a stake of 40 shares — an estimated $1.49K sold.

Cambridge Trust first reported a position in IGOV in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q4 2022. 104 funds tracked by Wall St. Rank hold IGOV as of Q4 2023.

Cambridge Trust reported no remaining iShares International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Cambridge Trust sold 40 iShares International Treasury Bond ETF shares in Q4 2023, an estimated $1.49K.
Cambridge Trust first reported a position in iShares International Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
Cambridge Trust's iShares International Treasury Bond ETF position peaked at $2K in Q4 2022.
104 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.