Aberdeen Group
SGOV icon

Aberdeen Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Aberdeen Group’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
2023
Q2 		– Sell
-37,300
Closed -$3.75M – 930
2023
Q1 		$3.75M Buy
+37,300
New +$3.74M 0.01% 619

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aberdeen Group's SGOV Position: Q2 2023 in Review

Aberdeen Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 37,300 shares — an estimated $3.75M sold.

Aberdeen Group first reported a position in SGOV in Q1 2023 and held it in 1 quarter. The position peaked at $3.75M in Q1 2023. 404 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • Aberdeen Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Aberdeen Group sold 37,300 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $3.75M.
  • Aberdeen Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Aberdeen Group's iShares 0-3 Month Treasury Bond ETF position peaked at $3.75M in Q1 2023.
  • 404 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Aberdeen Group's 13F filing for Q2 2023, filed 4 Aug 2023.