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

FutureAdvisor’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
Q3 		$16.2M Sell
355,334
-25,978
-7% -$1.17M 2.62% 17
2015
Q2 		$17M Buy
381,312
+73,100
+24% +$3.34M 2.98% 15
2015
Q1 		$14M Buy
308,212
+77,150
+33% +$3.6M 3.32% 12
2014
Q4 		$11.1M Buy
+231,062
New +$11.3M 3.8% 11

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

FutureAdvisor's IGOV Position: Q3 2015 in Review

FutureAdvisor reduced its iShares International Treasury Bond ETF (IGOV) stake by 6.8% in Q3 2015, selling an estimated $1.17M and leaving 355,334 shares worth $16.2M. The position accounts for 2.62% of the portfolio, ranked #17.

FutureAdvisor first reported a position in IGOV in Q4 2014 and has held it in 4 quarters since. The position peaked at $17M in Q2 2015. 79 funds tracked by Wall St. Rank hold IGOV as of Q3 2015.

  • FutureAdvisor held 355,334 shares of iShares International Treasury Bond ETF worth $16.2M as of Q3 2015.
  • FutureAdvisor sold 25,978 iShares International Treasury Bond ETF shares in Q3 2015, an estimated $1.17M.
  • iShares International Treasury Bond ETF made up 2.62% of FutureAdvisor's portfolio in Q3 2015, its #17 holding.
  • FutureAdvisor first reported a position in iShares International Treasury Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's iShares International Treasury Bond ETF position peaked at $17M in Q2 2015.
  • 79 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.