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IGOV icon

Lattice Strategies’s iShares International Treasury Bond ETF IGOV Stock Holding History

Lattice Strategies’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
2013
Q4 		– Sell
-4,000
Closed -$202K – 103
2013
Q3 		$202K Sell
4,000
-4,420
-52% -$218K 0.11% 101
2013
Q2 		$406K Buy
+8,420
New +$420K 0.24% 73

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QLMGAA
QS Legg Mason Global Asset Allocation New York $1.04B AUM 9.55% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Lattice Strategies's IGOV Position: Q4 2013 in Review

Lattice Strategies sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2013, closing a stake of 4,000 shares — an estimated $202K sold.

Lattice Strategies first reported a position in IGOV in Q2 2013 and held it in 2 quarters. The position peaked at $406K in Q2 2013. 68 funds tracked by Wall St. Rank hold IGOV as of Q4 2013.

  • Lattice Strategies reported no remaining iShares International Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Lattice Strategies sold 4,000 iShares International Treasury Bond ETF shares in Q4 2013, an estimated $202K.
  • Lattice Strategies first reported a position in iShares International Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Lattice Strategies's iShares International Treasury Bond ETF position peaked at $406K in Q2 2013.
  • 68 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2013.

Based on Lattice Strategies's 13F filing for Q4 2013, filed 4 Feb 2014.