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Intercontinental Wealth Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Intercontinental Wealth Advisors’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
2017
Q4 		– Sell
-10,049
Closed -$495K – 157
2017
Q3 		$495K Sell
10,049
-5,739
-36% -$282K 0.3% 55
2017
Q2 		$755K Buy
+15,788
New +$741K 0.49% 42

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Intercontinental Wealth Advisors's IGOV Position: Q4 2017 in Review

Intercontinental Wealth Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2017, closing a stake of 10,049 shares — an estimated $495K sold.

Intercontinental Wealth Advisors first reported a position in IGOV in Q2 2017 and held it in 2 quarters. The position peaked at $755K in Q2 2017. 108 funds tracked by Wall St. Rank hold IGOV as of Q4 2017.

  • Intercontinental Wealth Advisors reported no remaining iShares International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 10,049 iShares International Treasury Bond ETF shares in Q4 2017, an estimated $495K.
  • Intercontinental Wealth Advisors first reported a position in iShares International Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's iShares International Treasury Bond ETF position peaked at $755K in Q2 2017.
  • 108 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2017, filed 20 Feb 2018.