SP
IGOV icon

SWS Partners’s iShares International Treasury Bond ETF IGOV Stock Holding History

SWS Partners’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
Q4 		– Sell
-5,677
Closed -$237K – 121
2024
Q3 		$237K Buy
5,677
+16
+0.3% +$651 0.08% 114
2024
Q2 		$219K Buy
5,661
+98
+2% +$3.82K 0.07% 113
2024
Q1 		$220K Sell
5,563
-72
-1% -$2.87K 0.07% 114
2023
Q4 		$233K Buy
5,635
+86
+2% +$3.31K 0.08% 108
2023
Q3 		$206K Hold
5,549
– – 0.08% 114
2023
Q2 		$220K Buy
5,549
+87
+2% +$3.46K 0.08% 110
2023
Q1 		$220K Buy
+5,462
New +$217K 0.08% 115
2022
Q4 		– Sell
-5,733
Closed -$210K – 87
2022
Q3 		$210K Buy
+5,733
New +$228K 0.1% 102
2021
Q1 		– Sell
-4,614
Closed -$257K – 91
2020
Q4 		$257K Sell
4,614
-15
-0.3% -$811 0.11% 111
2020
Q3 		$245K Buy
+4,629
New +$244K 0.12% 110
2020
Q2 		– Sell
-4,610
Closed -$227K – 85
2020
Q1 		$227K Buy
+4,610
New +$230K 0.16% 109
2019
Q3 		$255K Buy
5,105
+2
+0% +$102 0.15% 102
2019
Q2 		$259K Buy
+5,103
New +$251K 0.16% 103
2018
Q4 		$270K Sell
5,570
-797
-13% -$38K 0.2% 81
2018
Q3 		$307K Buy
6,367
+102
+2% +$4.97K 0.19% 84
2018
Q2 		$308K Buy
6,265
+743
+13% +$37.1K 0.22% 74
2018
Q1 		$286K Buy
5,522
+1,066
+24% +$54.4K 0.21% 63
2017
Q4 		$222K Buy
+4,456
New +$219K 0.17% 64

Other funds holding IGOV

Creative Planning
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SWS Partners's IGOV Position: Q4 2024 in Review

SWS Partners sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2024, closing a stake of 5,677 shares — an estimated $237K sold.

SWS Partners first reported a position in IGOV in Q4 2017 and held it in 18 quarters. The position peaked at $308K in Q2 2018. 94 funds tracked by Wall St. Rank hold IGOV as of Q4 2024.

  • SWS Partners reported no remaining iShares International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SWS Partners sold 5,677 iShares International Treasury Bond ETF shares in Q4 2024, an estimated $237K.
  • SWS Partners first reported a position in iShares International Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
  • SWS Partners's iShares International Treasury Bond ETF position peaked at $308K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2024.

Based on SWS Partners's 13F filing for Q4 2024, filed 6 Feb 2025.