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Waverly Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Waverly Advisors’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 		$7.64K Hold
186
– – ﹤0.01% 1610
2025
Q4 		$7.75K Buy
+186
New +$7.84K ﹤0.01% 1474

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

Waverly Advisors's IGOV Position: Q1 2026 in Review

Waverly Advisors held its iShares International Treasury Bond ETF (IGOV) position steady in Q1 2026 at 186 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Waverly Advisors first reported a position in IGOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.75K in Q4 2025. 145 funds tracked by Wall St. Rank hold IGOV as of Q1 2026.

  • Waverly Advisors held 186 shares of iShares International Treasury Bond ETF worth $7.64K as of Q1 2026.
  • Waverly Advisors left its iShares International Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares International Treasury Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1610 holding.
  • Waverly Advisors first reported a position in iShares International Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's iShares International Treasury Bond ETF position peaked at $7.75K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.