Gradient Investments’s iShares International Treasury Bond ETF IGOV Stock Holding History

Gradient Investments’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 Q3	–	Sell	-284	Closed	-$11K	–	789
2024 Q2	$11K	Buy	+284	New	+$11.1K	﹤0.01%	725
2023 Q2	–	Sell	-474	Closed	-$19.1K	–	1827
2023 Q1	$19.1K	Hold	474	–	–	﹤0.01%	686
2022 Q4	$18.6K	Hold	474	–	–	﹤0.01%	700
2022 Q3	$17K	Hold	474	–	–	﹤0.01%	693
2022 Q2	$19K	Hold	474	–	–	﹤0.01%	656
2022 Q1	$22K	Hold	474	–	–	﹤0.01%	627
2021 Q4	$24K	Hold	474	–	–	﹤0.01%	620
2021 Q3	$24K	Hold	474	–	–	﹤0.01%	612
2021 Q2	$25K	Hold	474	–	–	﹤0.01%	591
2021 Q1	$25K	Hold	474	–	–	﹤0.01%	585
2020 Q4	$25K	Hold	474	–	–	﹤0.01%	523
2020 Q3	$25K	Hold	474	–	–	﹤0.01%	527
2020 Q2	$24K	Hold	474	–	–	﹤0.01%	497
2020 Q1	$23K	Hold	474	–	–	﹤0.01%	486
2019 Q4	$24K	Buy	+474	New	+$23.8K	﹤0.01%	546
2017 Q3	–	Sell	-424	Closed	-$20K	–	459
2017 Q2	$20K	Buy	+424	New	+$19.9K	﹤0.01%	388

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

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

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

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

WSFS

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

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

Gradient Investments's IGOV Position: Q3 2024 in Review

Gradient Investments sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2024, closing a stake of 284 shares — an estimated $11K sold.

Gradient Investments first reported a position in IGOV in Q2 2017 and held it in 16 quarters. The position peaked at $25K in Q2 2021. 97 funds tracked by Wall St. Rank hold IGOV as of Q3 2024.

Gradient Investments reported no remaining iShares International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 284 iShares International Treasury Bond ETF shares in Q3 2024, an estimated $11K.
Gradient Investments first reported a position in iShares International Treasury Bond ETF in Q2 2017 and held it in 16 quarters.
Gradient Investments's iShares International Treasury Bond ETF position peaked at $25K in Q2 2021.
97 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.