Morningstar Investment Services’s iShares International Treasury Bond ETF IGOV Stock Holding History

Morningstar Investment Services’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
2023 Q2	–	Sell	-43,995	Closed	-$1.77M	–	247
2023 Q1	$1.77M	Buy	43,995 +1,320	+3%	+$52.5K	0.02%	156
2022 Q4	$1.68M	Buy	42,675 +2,809	+7%	+$108K	0.02%	148
2022 Q3	$1.5M	Buy	39,866 +4,543	+13%	+$181K	0.02%	147
2022 Q2	$1.43M	Buy	35,323 +6,135	+21%	+$262K	0.02%	158
2022 Q1	$1.35M	Buy	29,188 +7,402	+34%	+$357K	0.02%	168
2021 Q4	$1.09M	Buy	21,786 +13,274	+156%	+$676K	0.01%	175
2021 Q3	$436K	Buy	+8,512	New	+$448K	0.01%	194

Other funds holding IGOV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's IGOV Position: Q2 2023 in Review

Morningstar Investment Services sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2023, closing a stake of 43,995 shares — an estimated $1.77M sold.

Morningstar Investment Services first reported a position in IGOV in Q3 2021 and held it in 7 quarters. The position peaked at $1.77M in Q1 2023. 100 funds tracked by Wall St. Rank hold IGOV as of Q2 2023.

Morningstar Investment Services reported no remaining iShares International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Morningstar Investment Services sold 43,995 iShares International Treasury Bond ETF shares in Q2 2023, an estimated $1.77M.
Morningstar Investment Services first reported a position in iShares International Treasury Bond ETF in Q3 2021 and held it in 7 quarters.
Morningstar Investment Services's iShares International Treasury Bond ETF position peaked at $1.77M in Q1 2023.
100 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2023.

Based on Morningstar Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.