Wilbanks Smith & Thomas Asset Management’s iShares International Treasury Bond ETF IGOV Stock Holding History

Wilbanks Smith & Thomas Asset 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
2023 Q2	–	Sell	-7,627	Closed	-$307K	–	519
2023 Q1	$307K	Hold	7,627	–	–	0.01%	394
2022 Q4	$299K	Sell	7,627 -1,648	-18%	-$63.1K	0.01%	392
2022 Q3	$340K	Hold	9,275	–	–	0.01%	346
2022 Q2	$379K	Sell	9,275 -670	-7%	-$28.6K	0.02%	342
2022 Q1	$425K	Sell	9,945 -404	-4%	-$19.5K	0.02%	333
2021 Q4	$520K	Buy	10,349 +680	+7%	+$34.6K	0.02%	325
2021 Q3	$496K	Buy	9,669 +416	+4%	+$21.9K	0.02%	306
2021 Q2	$483K	Hold	9,253	–	–	0.02%	315
2021 Q1	$480K	Buy	9,253 +181	+2%	+$9.76K	0.02%	289
2020 Q4	$505K	Buy	9,072 +391	+5%	+$21.1K	0.02%	261
2020 Q3	$459K	Buy	8,681 +384	+5%	+$20.3K	0.02%	254
2020 Q2	$422K	Hold	8,297	–	–	0.03%	261
2020 Q1	$409K	Buy	+8,297	New	+$415K	0.03%	244
2018 Q4	–	Sell	-940	Closed	-$45K	–	802
2018 Q3	$45K	Buy	+940	New	+$45.8K	﹤0.01%	704

Other funds holding IGOV

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

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

CCA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IGOV Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2023, closing a stake of 7,627 shares — an estimated $307K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IGOV in Q3 2018 and held it in 14 quarters. The position peaked at $520K in Q4 2021. 100 funds tracked by Wall St. Rank hold IGOV as of Q2 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 7,627 iShares International Treasury Bond ETF shares in Q2 2023, an estimated $307K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares International Treasury Bond ETF in Q3 2018 and held it in 14 quarters.
Wilbanks Smith & Thomas Asset Management's iShares International Treasury Bond ETF position peaked at $520K in Q4 2021.
100 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.