Towneley Capital Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Towneley Capital 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
2024 Q4	–	Sell	-4,851	Closed	-$203K	–	48
2024 Q3	$203K	Sell	4,851 -2,439	-33%	-$99.2K	0.05%	38
2024 Q2	$281K	Sell	7,290 -7,667	-51%	-$299K	0.07%	34
2024 Q1	$593K	Sell	14,957 -1,637	-10%	-$65.3K	0.15%	31
2023 Q4	$686K	Buy	+16,594	New	+$639K	0.18%	30

Other funds holding IGOV

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Towneley Capital Management's IGOV Position: Q4 2024 in Review

Towneley Capital Management sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2024, closing a stake of 4,851 shares — an estimated $203K sold.

Towneley Capital Management first reported a position in IGOV in Q4 2023 and held it in 4 quarters. The position peaked at $686K in Q4 2023. 94 funds tracked by Wall St. Rank hold IGOV as of Q4 2024.

Towneley Capital Management reported no remaining iShares International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Towneley Capital Management sold 4,851 iShares International Treasury Bond ETF shares in Q4 2024, an estimated $203K.
Towneley Capital Management first reported a position in iShares International Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
Towneley Capital Management's iShares International Treasury Bond ETF position peaked at $686K in Q4 2023.
94 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2024.

Based on Towneley Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.