UFF
IGOV icon

USA Financial Formulas’s iShares International Treasury Bond ETF IGOV Stock Holding History

USA Financial Formulas’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
2016
Q4 		– Sell
-55,752
Closed -$2.8M – 298
2016
Q3 		$2.8M Sell
55,752
-26,480
-32% -$1.32M 0.72% 47
2016
Q2 		$4.09M Buy
+82,232
New +$4.03M 1.12% 16

Other funds holding IGOV

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

USA Financial Formulas's IGOV Position: Q4 2016 in Review

USA Financial Formulas sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2016, closing a stake of 55,752 shares — an estimated $2.8M sold.

USA Financial Formulas first reported a position in IGOV in Q2 2016 and held it in 2 quarters. The position peaked at $4.09M in Q2 2016. 108 funds tracked by Wall St. Rank hold IGOV as of Q4 2016.

  • USA Financial Formulas reported no remaining iShares International Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 55,752 iShares International Treasury Bond ETF shares in Q4 2016, an estimated $2.8M.
  • USA Financial Formulas first reported a position in iShares International Treasury Bond ETF in Q2 2016 and held it in 2 quarters.
  • USA Financial Formulas's iShares International Treasury Bond ETF position peaked at $4.09M in Q2 2016.
  • 108 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.