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

SOA 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
2026 Q1	$287	Hold	7	–	–	﹤0.01%	801
2025 Q4	$292	Hold	7	–	–	﹤0.01%	798
2025 Q3	$298	Hold	7	–	–	﹤0.01%	826
2025 Q2	$302	Hold	7	–	–	﹤0.01%	808
2025 Q1	$276	Buy	7 +1	+17%	+$39	﹤0.01%	817
2024 Q4	$231	Buy	6 +1	+20%	+$40	﹤0.01%	811
2024 Q3	$209	Hold	5	–	–	﹤0.01%	791
2024 Q2	$193	Buy	5 +1	+25%	+$39	﹤0.01%	805
2024 Q1	$159	Hold	4	–	–	﹤0.01%	856
2023 Q4	$165	Hold	4	–	–	﹤0.01%	855
2023 Q3	$149	Buy	4 +1	+33%	+$39	﹤0.01%	887
2023 Q2	$119	Hold	3	–	–	﹤0.01%	900
2023 Q1	$121	Hold	3	–	–	﹤0.01%	928
2022 Q4	$117	Hold	3	–	–	﹤0.01%	933
2022 Q3	$0	Buy	3 +1	+50%	+$40	﹤0.01%	891
2022 Q2	$0	Buy	+2	New	+$85	﹤0.01%	906

Other funds holding IGOV

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SOA Wealth Advisors's IGOV Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares International Treasury Bond ETF (IGOV) position steady in Q1 2026 at 7 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #801.

SOA Wealth Advisors first reported a position in IGOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $302 in Q2 2025. 145 funds tracked by Wall St. Rank hold IGOV as of Q1 2026.

SOA Wealth Advisors held 7 shares of iShares International Treasury Bond ETF worth $287 as of Q1 2026.
SOA Wealth Advisors left its iShares International Treasury Bond ETF share count unchanged in Q1 2026.
iShares International Treasury Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #801 holding.
SOA Wealth Advisors first reported a position in iShares International Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
SOA Wealth Advisors's iShares International Treasury Bond ETF position peaked at $302 in Q2 2025.
145 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.