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Next Financial Group’s iShares International Treasury Bond ETF IGOV Stock Holding History

Next Financial Group’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
2021
Q4 		$378K Sell
7,508
-385
-5% -$19.6K 0.02% 649
2021
Q3 		$405K Buy
7,893
+398
+5% +$21K 0.03% 551
2021
Q2 		$392K Sell
7,495
-16
-0.2% -$848 0.03% 565
2021
Q1 		$390K Buy
7,511
+796
+12% +$42.9K 0.03% 521
2020
Q4 		$374K Buy
6,715
+151
+2% +$8.17K 0.04% 475
2020
Q3 		$347K Buy
6,564
+105
+2% +$5.54K 0.04% 454
2020
Q2 		$329K Buy
6,459
+638
+11% +$31.8K 0.04% 392
2020
Q1 		$287K Sell
5,821
-287
-5% -$14.3K 0.04% 430
2019
Q4 		$306K Buy
6,108
+192
+3% +$9.64K 0.03% 523
2019
Q3 		$299K Buy
5,916
+1,157
+24% +$58.7K 0.03% 501
2019
Q2 		$242K Buy
+4,759
New +$234K 0.03% 591
2019
Q1 		– Sell
-1,536
Closed -$74K – 1857
2018
Q4 		$74K Buy
+1,536
New +$73.3K 0.02% 677
2017
Q3 		– Sell
-1,976
Closed -$95K – 1850
2017
Q2 		$95K Buy
+1,976
New +$92.7K 0.02% 558
2015
Q1 		– Sell
-200
Closed -$10K – 1895
2014
Q4 		$10K Sell
200
-50
-20% -$2.45K ﹤0.01% 1249
2014
Q3 		$12K Buy
+250
New +$12.9K ﹤0.01% 1670

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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Next Financial Group's IGOV Position: Q4 2021 in Review

Next Financial Group reduced its iShares International Treasury Bond ETF (IGOV) stake by 4.9% in Q4 2021, selling an estimated $19.6K and leaving 7,508 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #649.

Next Financial Group first reported a position in IGOV in Q3 2014 and has held it in 15 quarters since. The position peaked at $405K in Q3 2021. 107 funds tracked by Wall St. Rank hold IGOV as of Q4 2021.

  • Next Financial Group held 7,508 shares of iShares International Treasury Bond ETF worth $378K as of Q4 2021.
  • Next Financial Group sold 385 iShares International Treasury Bond ETF shares in Q4 2021, an estimated $19.6K.
  • iShares International Treasury Bond ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #649 holding.
  • Next Financial Group first reported a position in iShares International Treasury Bond ETF in Q3 2014 and has held it in 15 quarters since.
  • Next Financial Group's iShares International Treasury Bond ETF position peaked at $405K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.