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Heritage Financial Services’s iShares International Treasury Bond ETF IGOV Stock Holding History

Heritage Financial Services’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
Q4 		$564K Hold
13,546
– – 0.05% 63
2025
Q3 		$577K Buy
+13,546
New +$574K 0.05% 66

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CCA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Heritage Financial Services's IGOV Position: Q4 2025 in Review

Heritage Financial Services held its iShares International Treasury Bond ETF (IGOV) position steady in Q4 2025 at 13,546 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #63.

Heritage Financial Services first reported a position in IGOV in Q3 2025 and has held it in 2 quarters since. The position peaked at $577K in Q3 2025. 141 funds tracked by Wall St. Rank hold IGOV as of Q4 2025.

  • Heritage Financial Services held 13,546 shares of iShares International Treasury Bond ETF worth $564K as of Q4 2025.
  • Heritage Financial Services left its iShares International Treasury Bond ETF share count unchanged in Q4 2025.
  • iShares International Treasury Bond ETF made up 0.05% of Heritage Financial Services's portfolio in Q4 2025, its #63 holding.
  • Heritage Financial Services first reported a position in iShares International Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Heritage Financial Services's iShares International Treasury Bond ETF position peaked at $577K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.