Dynamic Advisor Solutions’s iShares International Treasury Bond ETF IGOV Stock Holding History

Dynamic Advisor Solutions’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
2024 Q4	–	Sell	-4,923	Closed	-$206K	–	734
2024 Q3	$206K	Buy	+4,923	New	+$200K	0.01%	878
2021 Q2	–	Sell	-3,936	Closed	-$204K	–	780
2021 Q1	$204K	Sell	3,936 -1,254	-24%	-$67.6K	0.02%	618
2020 Q4	$289K	Buy	5,190 +80	+2%	+$4.33K	0.03%	502
2020 Q3	$270K	Hold	5,110	–	–	0.03%	456
2020 Q2	$260K	Hold	5,110	–	–	0.04%	414
2020 Q1	$252K	Buy	5,110 +500	+11%	+$25K	0.05%	364
2019 Q4	$231K	Buy	+4,610	New	+$231K	0.03%	472

Other funds holding IGOV

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Dynamic Advisor Solutions's IGOV Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2024, closing a stake of 4,923 shares — an estimated $206K sold.

Dynamic Advisor Solutions first reported a position in IGOV in Q4 2019 and held it in 7 quarters. The position peaked at $289K in Q4 2020. 94 funds tracked by Wall St. Rank hold IGOV as of Q4 2024.

Dynamic Advisor Solutions reported no remaining iShares International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,923 iShares International Treasury Bond ETF shares in Q4 2024, an estimated $206K.
Dynamic Advisor Solutions first reported a position in iShares International Treasury Bond ETF in Q4 2019 and held it in 7 quarters.
Dynamic Advisor Solutions's iShares International Treasury Bond ETF position peaked at $289K in Q4 2020.
94 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.