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

Focus Partners 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
2023 Q4	–	Sell	-6,871	Closed	-$255K	–	446
2023 Q3	$255K	Sell	6,871 -244	-3%	-$9.48K	0.01%	375
2023 Q2	$282K	Buy	7,115 +35	+0.5%	+$1.39K	0.02%	303
2023 Q1	$285K	Buy	7,080 +151	+2%	+$6.01K	0.02%	283
2022 Q4	$271K	Buy	6,929 +236	+4%	+$9.03K	0.02%	279
2022 Q3	$245K	Hold	6,693	–	–	0.01%	349
2022 Q2	$274K	Buy	6,693 +35	+0.5%	+$1.5K	0.02%	270
2022 Q1	$309K	Buy	+6,658	New	+$322K	0.03%	235

Other funds holding IGOV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

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

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

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

OPAM

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

Focus Partners Advisor Solutions's IGOV Position: Q4 2023 in Review

Focus Partners Advisor Solutions sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2023, closing a stake of 6,871 shares — an estimated $255K sold.

Focus Partners Advisor Solutions first reported a position in IGOV in Q1 2022 and held it in 7 quarters. The position peaked at $309K in Q1 2022. 104 funds tracked by Wall St. Rank hold IGOV as of Q4 2023.

Focus Partners Advisor Solutions reported no remaining iShares International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Focus Partners Advisor Solutions sold 6,871 iShares International Treasury Bond ETF shares in Q4 2023, an estimated $255K.
Focus Partners Advisor Solutions first reported a position in iShares International Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Focus Partners Advisor Solutions's iShares International Treasury Bond ETF position peaked at $309K in Q1 2022.
104 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.