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Opes Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Opes 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
2017
Q3 		– Sell
-4,724
Closed -$231K – 41
2017
Q2 		$231K Sell
4,724
-130
-3% -$6.1K 0.14% 54
2017
Q1 		$222K Sell
4,854
-210
-4% -$9.51K 0.16% 51
2016
Q4 		$227K Buy
+5,064
New +$237K 0.23% 38

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opes Advisors's IGOV Position: Q3 2017 in Review

Opes Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2017, closing a stake of 4,724 shares — an estimated $231K sold.

Opes Advisors first reported a position in IGOV in Q4 2016 and held it in 3 quarters. The position peaked at $231K in Q2 2017. 99 funds tracked by Wall St. Rank hold IGOV as of Q3 2017.

  • Opes Advisors reported no remaining iShares International Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Opes Advisors sold 4,724 iShares International Treasury Bond ETF shares in Q3 2017, an estimated $231K.
  • Opes Advisors first reported a position in iShares International Treasury Bond ETF in Q4 2016 and held it in 3 quarters.
  • Opes Advisors's iShares International Treasury Bond ETF position peaked at $231K in Q2 2017.
  • 99 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2017.

Based on Opes Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.