B&D White Capital Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

B&D White Capital Company’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 Q4	–	Sell	-65,588	Closed	-$6.61M	–	86
2024 Q3	$6.61M	Buy	65,588 +63,500	+3,041%	+$6.38M	1.14%	17
2024 Q2	$210K	Hold	2,088	–	–	0.04%	42
2024 Q1	$210K	Hold	2,088	–	–	0.05%	54
2023 Q4	$209K	Hold	2,088	–	–	0.07%	56
2023 Q3	$210K	Sell	2,088 -46	-2%	-$4.62K	0.08%	60
2023 Q2	$215K	Buy	+2,134	New	+$214K	0.07%	57

Other funds holding SGOV

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFMPM

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

B&D White Capital Company's SGOV Position: Q4 2024 in Review

B&D White Capital Company sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 65,588 shares — an estimated $6.61M sold.

B&D White Capital Company first reported a position in SGOV in Q2 2023 and held it in 6 quarters. The position peaked at $6.61M in Q3 2024. 766 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

B&D White Capital Company reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
B&D White Capital Company sold 65,588 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $6.61M.
B&D White Capital Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
B&D White Capital Company's iShares 0-3 Month Treasury Bond ETF position peaked at $6.61M in Q3 2024.
766 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.