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

Opes Wealth Management’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
-15,183
Closed -$621K – 97
2022
Q2 		$621K Buy
+15,183
New +$649K 0.25% 52

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

Opes Wealth Management's IGOV Position: Q3 2022 in Review

Opes Wealth Management sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2022, closing a stake of 15,183 shares — an estimated $621K sold.

Opes Wealth Management first reported a position in IGOV in Q2 2022 and held it in 1 quarter. The position peaked at $621K in Q2 2022. 96 funds tracked by Wall St. Rank hold IGOV as of Q3 2022.

  • Opes Wealth Management reported no remaining iShares International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Opes Wealth Management sold 15,183 iShares International Treasury Bond ETF shares in Q3 2022, an estimated $621K.
  • Opes Wealth Management first reported a position in iShares International Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Opes Wealth Management's iShares International Treasury Bond ETF position peaked at $621K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2022.

Based on Opes Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.