Authentikos Wealth Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Authentikos Wealth Advisory’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
2024 Q3	–	Sell	-21,373	Closed	-$4.08M	–	154
2024 Q2	$4.08M	Buy	+21,373	New	+$2.15M	3.95%	8
2024 Q1	–	Sell	-4,264	Closed	-$428K	–	71
2023 Q4	$428K	Sell	4,264 -8,819	-67%	-$886K	0.45%	44
2023 Q3	$1.32M	Sell	13,083 -13,148	-50%	-$1.32M	1.27%	19
2023 Q2	$2.64M	Buy	+26,231	New	+$2.63M	2.49%	11

Other funds holding SGOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Authentikos Wealth Advisory's SGOV Position: Q3 2024 in Review

Authentikos Wealth Advisory sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2024, closing a stake of 21,373 shares — an estimated $4.08M sold.

Authentikos Wealth Advisory first reported a position in SGOV in Q2 2023 and held it in 4 quarters. The position peaked at $4.08M in Q2 2024. 693 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

Authentikos Wealth Advisory reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Authentikos Wealth Advisory sold 21,373 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $4.08M.
Authentikos Wealth Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
Authentikos Wealth Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $4.08M in Q2 2024.
693 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q3 2024, filed 24 Oct 2024.