Wealthspire Advisors (Maryland)’s iShares International Treasury Bond ETF IGOV Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$252K	Buy	+4,757	New	+$251K	0.01%	388
2019 Q2	–	Sell	-1,426	Closed	-$70K	–	1180
2019 Q1	$70K	Hold	1,426	–	–	0.01%	773
2018 Q4	$69K	Hold	1,426	–	–	0.01%	733
2018 Q3	$69K	Hold	1,426	–	–	0.01%	840
2018 Q2	$70K	Hold	1,426	–	–	0.01%	842
2018 Q1	$74K	Hold	1,426	–	–	0.01%	824
2017 Q4	$71K	Buy	1,426 +960	+206%	+$47.3K	0.01%	859
2017 Q3	$23K	Hold	466	–	–	﹤0.01%	1250
2017 Q2	$22K	Hold	466	–	–	﹤0.01%	1232
2017 Q1	$21K	Sell	466 -40	-8%	-$1.81K	﹤0.01%	1067
2016 Q4	$23K	Sell	506 -90	-15%	-$4.22K	﹤0.01%	978
2016 Q3	$30K	Hold	596	–	–	﹤0.01%	930
2016 Q2	$30K	Sell	596 -6	-1%	-$294	0.01%	866
2016 Q1	$29K	Sell	602 -18	-3%	-$838	0.01%	850
2015 Q4	$28K	Buy	+620	New	+$28K	0.01%	868

Other funds holding IGOV

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IGOV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares International Treasury Bond ETF (IGOV) in Q3 2020: 4,757 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in IGOV as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in IGOV in Q4 2015 and has held it in 15 quarters since. 110 funds tracked by Wall St. Rank hold IGOV as of Q3 2020.

Wealthspire Advisors (Maryland) held 4,757 shares of iShares International Treasury Bond ETF worth $252K as of Q3 2020.
iShares International Treasury Bond ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
iShares International Treasury Bond ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #388 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares International Treasury Bond ETF in Q4 2015 and has held it in 15 quarters since.
110 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.