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Topel & Distasi Wealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Topel & Distasi 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 		$3.33M Buy
81,165
+977
+1% +$41K 1.72% 18
2025
Q4 		$3.34M Buy
80,188
+2,216
+3% +$93.4K 1.63% 19
2025
Q3 		$3.32M Sell
77,972
-757
-1% -$32.1K 1.64% 19
2025
Q2 		$3.39M Sell
78,729
-7,174
-8% -$298K 1.78% 19
2025
Q1 		$3.39M Buy
85,903
+5,723
+7% +$222K 1.58% 21
2024
Q4 		$3.08M Sell
80,180
-2,946
-4% -$117K 1.32% 24
2024
Q3 		$3.48M Sell
83,126
-1,669
-2% -$67.9K 1.44% 22
2024
Q2 		$3.27M Sell
84,795
-544
-0.6% -$21.2K 1.44% 23
2024
Q1 		$3.38M Buy
85,339
+3,173
+4% +$127K 1.5% 23
2023
Q4 		$3.4M Buy
82,166
+1,393
+2% +$53.7K 1.61% 23
2023
Q3 		$3M Buy
80,773
+3,923
+5% +$152K 1.57% 24
2023
Q2 		$3.04M Buy
76,850
+322
+0.4% +$12.8K 1.53% 24
2023
Q1 		$3.08M Buy
76,528
+3,087
+4% +$123K 1.61% 24
2022
Q4 		$2.88M Hold
73,441
– – 1.61% 25
2022
Q3 		$2.85M Sell
73,441
-7,196
-9% -$286K 1.57% 23
2022
Q2 		$3.3M Buy
80,637
+45,227
+128% +$1.93M 1.91% 19
2022
Q1 		$1.65M Sell
35,410
-32,867
-48% -$1.59M 0.69% 39
2021
Q4 		$3.43M Buy
+68,277
New +$3.48M 1.4% 30

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 $1.98B AUM 19.17% 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 $12.4B AUM 25.9% 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 $377B AUM 19.32% 1-Year Est. Return
EW
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Topel & Distasi Wealth Management's IGOV Position: Q1 2026 in Review

Topel & Distasi Wealth Management increased its iShares International Treasury Bond ETF (IGOV) stake by 1.2% in Q1 2026, buying an estimated $41K and bringing the position to 81,165 shares worth $3.33M. The position accounts for 1.72% of the portfolio, ranked #18.

Topel & Distasi Wealth Management first reported a position in IGOV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q3 2024. 145 funds tracked by Wall St. Rank hold IGOV as of Q1 2026.

  • Topel & Distasi Wealth Management held 81,165 shares of iShares International Treasury Bond ETF worth $3.33M as of Q1 2026.
  • Topel & Distasi Wealth Management bought 977 iShares International Treasury Bond ETF shares in Q1 2026, an estimated $41K.
  • iShares International Treasury Bond ETF made up 1.72% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares International Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's iShares International Treasury Bond ETF position peaked at $3.48M in Q3 2024.
  • 145 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.