CAWM
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Capital A Wealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Capital A 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
Q2 		$46.2K Buy
+1,119
New +$46.5K 0.52% 53
2025
Q1 		– Sell
-15
Closed -$576 – 815
2024
Q4 		$576 Buy
+15
New +$598 ﹤0.01% 642

Other funds holding IGOV

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital A Wealth Management's IGOV Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares International Treasury Bond ETF (IGOV) in Q2 2025: 1,119 shares worth $46.2K. The stake represents 0.52% of the portfolio and ranks #53 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in IGOV as recently as Q4 2024.

Capital A Wealth Management first reported a position in IGOV in Q4 2024 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IGOV as of Q2 2025.

  • Capital A Wealth Management held 1,119 shares of iShares International Treasury Bond ETF worth $46.2K as of Q2 2025.
  • iShares International Treasury Bond ETF was a new Capital A Wealth Management position in Q2 2025.
  • iShares International Treasury Bond ETF made up 0.52% of Capital A Wealth Management's portfolio in Q2 2025, its #53 holding.
  • Capital A Wealth Management first reported a position in iShares International Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.