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

Rise 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
2024 Q2	–	Sell	-202	Closed	-$7.99K	–	1247
2024 Q1	$7.99K	Hold	202	–	–	﹤0.01%	1064
2023 Q4	$8.33K	Hold	202	–	–	0.01%	339
2023 Q3	$7.49K	Hold	202	–	–	0.01%	336
2023 Q2	$7.98K	Hold	202	–	–	0.01%	370
2023 Q1	$8.11K	Sell	202 -126	-38%	-$5.01K	0.01%	394
2022 Q4	$12.8K	Sell	328 -241	-42%	-$9.22K	0.01%	315
2022 Q3	$21K	Sell	569 -200	-26%	-$7.96K	0.02%	239
2022 Q2	$31K	Hold	769	–	–	0.03%	190
2022 Q1	$36K	Sell	769 -220	-22%	-$10.6K	0.03%	183
2021 Q4	$49.7K	Buy	+989	New	+$50.4K	0.05%	146

Other funds holding IGOV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Rise Advisors's IGOV Position: Q2 2024 in Review

Rise Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2024, closing a stake of 202 shares — an estimated $7.99K sold.

Rise Advisors first reported a position in IGOV in Q4 2021 and held it in 10 quarters. The position peaked at $49.7K in Q4 2021. 92 funds tracked by Wall St. Rank hold IGOV as of Q2 2024.

Rise Advisors reported no remaining iShares International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 202 iShares International Treasury Bond ETF shares in Q2 2024, an estimated $7.99K.
Rise Advisors first reported a position in iShares International Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Rise Advisors's iShares International Treasury Bond ETF position peaked at $49.7K in Q4 2021.
92 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.