LWI
IGOV icon

Long Wharf Investors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Long Wharf Investors’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
2014
Q2 		$434K Hold
8,240
– – 0.34% 112
2014
Q1 		$424K Buy
+8,240
New +$419K 0.36% 113

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QLMGAA
QS Legg Mason Global Asset Allocation New York $1.04B AUM 9.55% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Long Wharf Investors's IGOV Position: Q2 2014 in Review

Long Wharf Investors held its iShares International Treasury Bond ETF (IGOV) position steady in Q2 2014 at 8,240 shares worth $434K. The position accounts for 0.34% of the portfolio, ranked #112.

Long Wharf Investors first reported a position in IGOV in Q1 2014 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold IGOV as of Q2 2014.

  • Long Wharf Investors held 8,240 shares of iShares International Treasury Bond ETF worth $434K as of Q2 2014.
  • Long Wharf Investors left its iShares International Treasury Bond ETF share count unchanged in Q2 2014.
  • iShares International Treasury Bond ETF made up 0.34% of Long Wharf Investors's portfolio in Q2 2014, its #112 holding.
  • Long Wharf Investors first reported a position in iShares International Treasury Bond ETF in Q1 2014 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.