ULWM
IGOV icon

Upper Left Wealth Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Upper Left 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
Q3 		$459K Sell
11,553
-21,181
-65% -$866K 0.24% 53
2026
Q2 		$1.34M Buy
32,734
+14,006
+75% +$582K 0.74% 33
2026
Q1 		$769K Buy
18,728
+2,216
+13% +$93K 0.45% 41
2025
Q4 		$688K Buy
16,512
+2,390
+17% +$101K 0.42% 43
2025
Q3 		$602K Sell
14,122
-94
-0.7% -$3.99K 0.38% 44
2025
Q2 		$613K Sell
14,216
-1,926
-12% -$80.1K 0.41% 44
2025
Q1 		$636K Buy
16,142
+2,282
+16% +$88.7K 0.46% 43
2024
Q4 		$533K Sell
13,860
-339
-2% -$13.5K 0.46% 44
2024
Q3 		$583K Sell
14,199
-5,121
-27% -$208K 0.51% 42
2024
Q2 		$746K Buy
19,320
+4,843
+33% +$189K 0.67% 37
2024
Q1 		$574K Sell
14,477
-140
-1% -$5.58K 0.53% 41
2023
Q4 		$604K Buy
14,617
+4,143
+40% +$160K 0.59% 40
2023
Q3 		$389K Buy
10,474
+309
+3% +$12K 0.41% 45
2023
Q2 		$402K Buy
10,165
+1,527
+18% +$60.8K 0.45% 44
2023
Q1 		$347K Sell
8,638
-1,929
-18% -$76.8K 0.39% 45
2022
Q4 		$414K Buy
10,567
+1,798
+21% +$68.8K 0.49% 43
2022
Q3 		$327K Sell
8,769
-7,813
-47% -$311K 0.42% 42
2022
Q2 		$678K Buy
+16,582
New +$709K 0.78% 34
2022
Q1 		– Sell
-4,229
Closed -$213K – 54
2021
Q4 		$213K Buy
+4,229
New +$215K 0.21% 48

Other funds holding IGOV

AP
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
OC
OceanIQ Capital Palo Alto, California $190M AUM
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Upper Left Wealth Management's IGOV Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShares International Treasury Bond ETF (IGOV) stake by 65% in Q3 2026, selling an estimated $866K and leaving 11,553 shares worth $459K. The position accounts for 0.24% of the portfolio, ranked #53.

Upper Left Wealth Management first reported a position in IGOV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q2 2026. 24 funds tracked by Wall St. Rank hold IGOV as of Q3 2026.

  • Upper Left Wealth Management held 11,553 shares of iShares International Treasury Bond ETF worth $459K as of Q3 2026.
  • Upper Left Wealth Management sold 21,181 iShares International Treasury Bond ETF shares in Q3 2026, an estimated $866K.
  • iShares International Treasury Bond ETF made up 0.24% of Upper Left Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Upper Left Wealth Management first reported a position in iShares International Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's iShares International Treasury Bond ETF position peaked at $1.34M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.