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AJ Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

AJ Wealth Strategies’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 		$133M Buy
1,323,537
+289,623
+28% +$29.1M 6.43% 3
2023
Q1 		$104M Buy
1,033,914
+99,976
+11% +$10M 5.42% 2
2022
Q4 		$93.5M Buy
+933,938
New +$93.6M 4.91% 3

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 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 $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's SGOV Position: Q2 2023 in Review

AJ Wealth Strategies increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 28% in Q2 2023, buying an estimated $29.1M and bringing the position to 1,323,537 shares worth $133M. The position accounts for 6.43% of the portfolio, ranked #3.

AJ Wealth Strategies first reported a position in SGOV in Q4 2022 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • AJ Wealth Strategies held 1,323,537 shares of iShares 0-3 Month Treasury Bond ETF worth $133M as of Q2 2023.
  • AJ Wealth Strategies bought 289,623 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $29.1M.
  • iShares 0-3 Month Treasury Bond ETF made up 6.43% of AJ Wealth Strategies's portfolio in Q2 2023, its #3 holding.
  • AJ Wealth Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.