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Liberty Wealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Liberty Wealth Management’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
2020
Q1 		– Sell
-64
Closed -$3K – 932
2019
Q4 		$3K Buy
+64
New +$3.21K ﹤0.01% 729

Other funds holding IGOV

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's IGOV Position: Q1 2020 in Review

Liberty Wealth Management sold out of iShares International Treasury Bond ETF (IGOV) in Q1 2020, closing a stake of 64 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in IGOV in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 110 funds tracked by Wall St. Rank hold IGOV as of Q1 2020.

  • Liberty Wealth Management reported no remaining iShares International Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 64 iShares International Treasury Bond ETF shares in Q1 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in iShares International Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Liberty Wealth Management's iShares International Treasury Bond ETF position peaked at $3K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.