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

Phoenix 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
2021
Q4 		– Sell
-76
Closed -$4K – 228
2021
Q3 		$4K Sell
76
-16
-17% -$842 ﹤0.01% 342
2021
Q2 		$5K Hold
92
– – ﹤0.01% 324
2021
Q1 		$5K Sell
92
-976
-91% -$52.6K ﹤0.01% 319
2020
Q4 		$59K Buy
+1,068
New +$57.8K 0.04% 178

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

Phoenix Wealth Advisors's IGOV Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2021, closing a stake of 76 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in IGOV in Q4 2020 and held it in 4 quarters. The position peaked at $59K in Q4 2020. 107 funds tracked by Wall St. Rank hold IGOV as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 76 iShares International Treasury Bond ETF shares in Q4 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in iShares International Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's iShares International Treasury Bond ETF position peaked at $59K in Q4 2020.
  • 107 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.