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
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 $268M AUM 22.57% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Upper Left Wealth Management's IGOV Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares International Treasury Bond ETF (IGOV) stake by 75% in Q2 2026, buying an estimated $582K and bringing the position to 32,734 shares worth $1.34M. The position accounts for 0.74% of the portfolio, ranked #33.

Upper Left Wealth Management first reported a position in IGOV in Q4 2021 and has held it in 18 quarters since. 18 funds tracked by Wall St. Rank hold IGOV as of Q2 2026.

  • Upper Left Wealth Management held 32,734 shares of iShares International Treasury Bond ETF worth $1.34M as of Q2 2026.
  • Upper Left Wealth Management bought 14,006 iShares International Treasury Bond ETF shares in Q2 2026, an estimated $582K.
  • iShares International Treasury Bond ETF made up 0.74% of Upper Left Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Upper Left Wealth Management first reported a position in iShares International Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.