CFFP
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Center for Financial Planning’s iShares International Treasury Bond ETF IGOV Stock Holding History

Center for Financial Planning’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
2020
Q1 		– Sell
-1,434
Closed -$72K – 584
2019
Q4 		$72K Buy
+1,434
New +$72K 0.02% 159

Other funds holding IGOV

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center for Financial Planning's IGOV Position: Q1 2020 in Review

Center for Financial Planning sold out of iShares International Treasury Bond ETF (IGOV) in Q1 2020, closing a stake of 1,434 shares — an estimated $72K sold.

Center for Financial Planning first reported a position in IGOV in Q4 2019 and held it in 1 quarter. The position peaked at $72K in Q4 2019. 110 funds tracked by Wall St. Rank hold IGOV as of Q1 2020.

  • Center for Financial Planning reported no remaining iShares International Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 1,434 iShares International Treasury Bond ETF shares in Q1 2020, an estimated $72K.
  • Center for Financial Planning first reported a position in iShares International Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's iShares International Treasury Bond ETF position peaked at $72K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.