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Advance Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advance Capital 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
2023
Q4 		– Sell
-2,124
Closed -$214K – 135
2023
Q3 		$214K Buy
+2,124
New +$213K 0.02% 118
2023
Q2 		– Sell
-2,258
Closed -$227K – 125
2023
Q1 		$227K Buy
+2,258
New +$227K 0.04% 90

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advance Capital Management's SGOV Position: Q4 2023 in Review

Advance Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 2,124 shares — an estimated $214K sold.

Advance Capital Management first reported a position in SGOV in Q1 2023 and held it in 2 quarters. The position peaked at $227K in Q1 2023. 586 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Advance Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Advance Capital Management sold 2,124 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $214K.
  • Advance Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Advance Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $227K in Q1 2023.
  • 586 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Advance Capital Management's 13F filing for Q4 2023, filed 10 Jan 2024.