Simplicity Solutions’s iShares International Treasury Bond ETF IGOV Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-18,169	Closed	-$1.01M	–	720
2020 Q4	$1.01M	Buy	18,169 +3,330	+22%	+$180K	0.02%	537
2020 Q3	$785K	Buy	14,839 +752	+5%	+$39.7K	0.01%	538
2020 Q2	$717K	Buy	14,087 +1,648	+13%	+$82.2K	0.01%	553
2020 Q1	$613K	Sell	12,439 -3,964	-24%	-$198K	0.02%	445
2019 Q4	$823K	Buy	16,403 +5,447	+50%	+$273K	0.03%	426
2019 Q3	$553K	Buy	+10,956	New	+$556K	0.02%	397
2017 Q1	–	Sell	-17,744	Closed	-$797K	–	398
2016 Q4	$797K	Buy	+17,744	New	+$832K	0.18%	135

Other funds holding IGOV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

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

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions's IGOV Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares International Treasury Bond ETF (IGOV) in Q1 2021, closing a stake of 18,169 shares — an estimated $1.01M sold.

Simplicity Solutions first reported a position in IGOV in Q4 2016 and held it in 7 quarters. The position peaked at $1.01M in Q4 2020. 122 funds tracked by Wall St. Rank hold IGOV as of Q1 2021.

Simplicity Solutions reported no remaining iShares International Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 18,169 iShares International Treasury Bond ETF shares in Q1 2021, an estimated $1.01M.
Simplicity Solutions first reported a position in iShares International Treasury Bond ETF in Q4 2016 and held it in 7 quarters.
Simplicity Solutions's iShares International Treasury Bond ETF position peaked at $1.01M in Q4 2020.
122 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.