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Great Valley Advisor Group’s iShares International Treasury Bond ETF IGOV Stock Holding History

Great Valley Advisor Group’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
2021
Q3 		– Sell
-3,891
Closed -$203K – 582
2021
Q2 		$203K Sell
3,891
-1,074
-22% -$56.9K 0.02% 518
2021
Q1 		$258K Buy
+4,965
New +$268K 0.02% 436

Other funds holding IGOV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Great Valley Advisor Group's IGOV Position: Q3 2021 in Review

Great Valley Advisor Group sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2021, closing a stake of 3,891 shares — an estimated $203K sold.

Great Valley Advisor Group first reported a position in IGOV in Q1 2021 and held it in 2 quarters. The position peaked at $258K in Q1 2021. 97 funds tracked by Wall St. Rank hold IGOV as of Q3 2021.

  • Great Valley Advisor Group reported no remaining iShares International Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,891 iShares International Treasury Bond ETF shares in Q3 2021, an estimated $203K.
  • Great Valley Advisor Group first reported a position in iShares International Treasury Bond ETF in Q1 2021 and held it in 2 quarters.
  • Great Valley Advisor Group's iShares International Treasury Bond ETF position peaked at $258K in Q1 2021.
  • 97 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2021.

Based on Great Valley Advisor Group's 13F filing for Q3 2021, filed 14 Oct 2021.