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New England Private Wealth Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

New England Private Wealth Advisors’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
2022
Q3 		– Sell
-5,090
Closed -$325K – 98
2022
Q2 		$325K Sell
5,090
-2
-0% -$85 0.06% 85
2022
Q1 		$325K Buy
5,092
+1,588
+45% +$76.7K 0.06% 86
2021
Q4 		$230K Buy
+3,504
New +$178K 0.04% 97

Other funds holding IGOV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

New England Private Wealth Advisors's IGOV Position: Q3 2022 in Review

New England Private Wealth Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2022, closing a stake of 5,090 shares — an estimated $325K sold.

New England Private Wealth Advisors first reported a position in IGOV in Q4 2021 and held it in 3 quarters. The position peaked at $325K in Q2 2022. 96 funds tracked by Wall St. Rank hold IGOV as of Q3 2022.

  • New England Private Wealth Advisors reported no remaining iShares International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • New England Private Wealth Advisors sold 5,090 iShares International Treasury Bond ETF shares in Q3 2022, an estimated $325K.
  • New England Private Wealth Advisors first reported a position in iShares International Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • New England Private Wealth Advisors's iShares International Treasury Bond ETF position peaked at $325K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2022.

Based on New England Private Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.