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IGOV icon

FolioMetrix’s iShares International Treasury Bond ETF IGOV Stock Holding History

FolioMetrix’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
2015
Q2 		$53K Sell
1,052
-528
-33% -$24.1K 0.02% 218
2015
Q1 		$72K Sell
1,580
-390
-20% -$18.2K 0.04% 218
2014
Q4 		$100K Buy
+1,970
New +$96.7K 0.07% 199

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FolioMetrix's IGOV Position: Q2 2015 in Review

FolioMetrix reduced its iShares International Treasury Bond ETF (IGOV) stake by 33% in Q2 2015, selling an estimated $24.1K and leaving 1,052 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #218.

FolioMetrix first reported a position in IGOV in Q4 2014 and has held it in 3 quarters since. The position peaked at $100K in Q4 2014. 79 funds tracked by Wall St. Rank hold IGOV as of Q2 2015.

  • FolioMetrix held 1,052 shares of iShares International Treasury Bond ETF worth $53K as of Q2 2015.
  • FolioMetrix sold 528 iShares International Treasury Bond ETF shares in Q2 2015, an estimated $24.1K.
  • iShares International Treasury Bond ETF made up 0.02% of FolioMetrix's portfolio in Q2 2015, its #218 holding.
  • FolioMetrix first reported a position in iShares International Treasury Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • FolioMetrix's iShares International Treasury Bond ETF position peaked at $100K in Q4 2014.
  • 79 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.