4WM
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4J Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

4J Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,725
Closed -$274K – 89
2024
Q3 		$274K Hold
2,725
– – 0.21% 73
2024
Q2 		$274K Sell
2,725
-2,500
-48% -$251K 0.23% 70
2024
Q1 		$526K Buy
5,225
+440
+9% +$44.2K 0.45% 45
2023
Q4 		$480K Hold
4,785
– – 0.44% 48
2023
Q3 		$482K Hold
4,785
– – 0.48% 48
2023
Q2 		$482K Hold
4,785
– – 0.47% 51
2023
Q1 		$481K Buy
+4,785
New +$480K 0.52% 45

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

4J Wealth Management's SGOV Position: Q4 2024 in Review

4J Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 2,725 shares — an estimated $274K sold.

4J Wealth Management first reported a position in SGOV in Q1 2023 and held it in 7 quarters. The position peaked at $526K in Q1 2024. 770 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • 4J Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • 4J Wealth Management sold 2,725 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $274K.
  • 4J Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
  • 4J Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $526K in Q1 2024.
  • 770 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on 4J Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.