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

Reilly Financial 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
2013
Q3 		– Sell
-228
Closed -$11K – 769
2013
Q2 		$11K Buy
+228
New +$11.4K ﹤0.01% 453

Other funds holding IGOV

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
RA
Research Affiliates Newport Beach, California $160M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Reilly Financial Advisors's IGOV Position: Q3 2013 in Review

Reilly Financial Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2013, closing a stake of 228 shares — an estimated $11K sold.

Reilly Financial Advisors first reported a position in IGOV in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 56 funds tracked by Wall St. Rank hold IGOV as of Q3 2013.

  • Reilly Financial Advisors reported no remaining iShares International Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 228 iShares International Treasury Bond ETF shares in Q3 2013, an estimated $11K.
  • Reilly Financial Advisors first reported a position in iShares International Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's iShares International Treasury Bond ETF position peaked at $11K in Q2 2013.
  • 56 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.