JIC
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Joel Isaacson & Co’s iShares International Treasury Bond ETF IGOV Stock Holding History

Joel Isaacson & Co’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
2015
Q3 		– Sell
-196
Closed -$9K – 751
2015
Q2 		$9K Buy
+196
New +$8.95K ﹤0.01% 599

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Joel Isaacson & Co's IGOV Position: Q3 2015 in Review

Joel Isaacson & Co sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2015, closing a stake of 196 shares — an estimated $9K sold.

Joel Isaacson & Co first reported a position in IGOV in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 79 funds tracked by Wall St. Rank hold IGOV as of Q3 2015.

  • Joel Isaacson & Co reported no remaining iShares International Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 196 iShares International Treasury Bond ETF shares in Q3 2015, an estimated $9K.
  • Joel Isaacson & Co first reported a position in iShares International Treasury Bond ETF in Q2 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's iShares International Treasury Bond ETF position peaked at $9K in Q2 2015.
  • 79 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.