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

SHP 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
2026
Q1 		$173K Buy
4,223
+948
+29% +$39.8K 0.01% 293
2025
Q4 		$136K Buy
+3,275
New +$138K 0.01% 307

Other funds holding IGOV

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's IGOV Position: Q1 2026 in Review

SHP Wealth Management increased its iShares International Treasury Bond ETF (IGOV) stake by 29% in Q1 2026, buying an estimated $39.8K and bringing the position to 4,223 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #293.

SHP Wealth Management first reported a position in IGOV in Q4 2025 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IGOV as of Q1 2026.

  • SHP Wealth Management held 4,223 shares of iShares International Treasury Bond ETF worth $173K as of Q1 2026.
  • SHP Wealth Management bought 948 iShares International Treasury Bond ETF shares in Q1 2026, an estimated $39.8K.
  • iShares International Treasury Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #293 holding.
  • SHP Wealth Management first reported a position in iShares International Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.