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

Allen Capital 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
Q4 		– Sell
-6,951
Closed -$697K – 185
2023
Q3 		$697K Buy
6,951
+1,250
+22% +$126K 0.12% 103
2023
Q2 		$574K Buy
+5,701
New +$572K 0.1% 114
2022
Q4 		– Sell
-2,600
Closed -$261K – 146
2022
Q3 		$261K Buy
+2,600
New +$260K 0.06% 139

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

Allen Capital Group's SGOV Position: Q4 2023 in Review

Allen Capital Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 6,951 shares — an estimated $697K sold.

Allen Capital Group first reported a position in SGOV in Q3 2022 and held it in 3 quarters. The position peaked at $697K in Q3 2023. 586 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Allen Capital Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Allen Capital Group sold 6,951 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $697K.
  • Allen Capital Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Allen Capital Group's iShares 0-3 Month Treasury Bond ETF position peaked at $697K in Q3 2023.
  • 586 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Allen Capital Group's 13F filing for Q4 2023, filed 30 Jan 2024.