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GeoWealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

GeoWealth Management’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
2025
Q3 		– Sell
-112,274
Closed -$4.84M – 980
2025
Q2 		$4.84M Buy
+112,274
New +$4.67M 0.19% 65

Other funds holding IGOV

Creative Planning
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

GeoWealth Management's IGOV Position: Q3 2025 in Review

GeoWealth Management sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2025, closing a stake of 112,274 shares — an estimated $4.84M sold.

GeoWealth Management first reported a position in IGOV in Q2 2025 and held it in 1 quarter. The position peaked at $4.84M in Q2 2025. 132 funds tracked by Wall St. Rank hold IGOV as of Q3 2025.

  • GeoWealth Management reported no remaining iShares International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 112,274 iShares International Treasury Bond ETF shares in Q3 2025, an estimated $4.84M.
  • GeoWealth Management first reported a position in iShares International Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's iShares International Treasury Bond ETF position peaked at $4.84M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.