BDWCC
SGOV icon

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
2023
Q2 		– Sell
-33,400
Closed -$3.36M – 69
2023
Q1 		$3.36M Buy
+33,400
New +$3.35M 1.14% 18

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
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. 767 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.
  • 767 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.