Homrich & Berg’s iShares International Treasury Bond ETF IGOV Stock Holding History

Homrich & Berg’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	$267K	Buy	5,191 +286	+6%	+$15.1K	0.01%	380
2021 Q2	$256K	Buy	4,905 +94	+2%	+$4.98K	0.01%	398
2021 Q1	$250K	Hold	4,811	–	–	0.01%	366
2020 Q4	$268K	Buy	4,811 +469	+11%	+$25.4K	0.01%	339
2020 Q3	$230K	Buy	+4,342	New	+$229K	0.01%	299
2020 Q1	–	Sell	-4,738	Closed	-$238K	–	332
2019 Q4	$238K	Hold	4,738	–	–	0.01%	324
2019 Q3	$239K	Sell	4,738 -358	-7%	-$18.2K	0.01%	308
2019 Q2	$259K	Hold	5,096	–	–	0.01%	300
2019 Q1	$250K	Hold	5,096	–	–	0.01%	285
2018 Q4	$247K	Hold	5,096	–	–	0.01%	260
2018 Q3	$245K	Hold	5,096	–	–	0.01%	288
2018 Q2	$251K	Buy	5,096 +223	+5%	+$11.1K	0.02%	278
2018 Q1	$251K	Buy	4,873 +195	+4%	+$9.94K	0.02%	283
2017 Q4	$234K	Hold	4,678	–	–	0.02%	301
2017 Q3	$230K	Hold	4,678	–	–	0.02%	292
2017 Q2	$224K	Buy	4,678 +62	+1%	+$2.91K	0.02%	263
2017 Q1	$211K	Buy	+4,616	New	+$209K	0.02%	278

Other funds holding IGOV

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Homrich & Berg's IGOV Position: Q3 2021 in Review

Homrich & Berg increased its iShares International Treasury Bond ETF (IGOV) stake by 5.8% in Q3 2021, buying an estimated $15.1K and bringing the position to 5,191 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #380.

Homrich & Berg first reported a position in IGOV in Q1 2017 and has held it in 17 quarters since. The position peaked at $268K in Q4 2020. 97 funds tracked by Wall St. Rank hold IGOV as of Q3 2021.

Homrich & Berg held 5,191 shares of iShares International Treasury Bond ETF worth $267K as of Q3 2021.
Homrich & Berg bought 286 iShares International Treasury Bond ETF shares in Q3 2021, an estimated $15.1K.
iShares International Treasury Bond ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #380 holding.
Homrich & Berg first reported a position in iShares International Treasury Bond ETF in Q1 2017 and has held it in 17 quarters since.
Homrich & Berg's iShares International Treasury Bond ETF position peaked at $268K in Q4 2020.
97 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.