Adroit Compliance’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Adroit Compliance’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 Q4	$1.02M	Buy	+10,131	New	+$1.02M	0.21%	35

Other funds holding SGOV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Adroit Compliance's SGOV Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023: 10,131 shares worth $1.02M. The stake represents 0.21% of the portfolio and ranks #35 among its holdings.

585 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

Adroit Compliance held 10,131 shares of iShares 0-3 Month Treasury Bond ETF worth $1.02M as of Q4 2023.
iShares 0-3 Month Treasury Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of Adroit Compliance's portfolio in Q4 2023, its #35 holding.
585 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.