Baldwin Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Baldwin Wealth Partners’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	-1,550	Closed	-$156K	–	865
2024 Q3	$156K	Buy	1,550 +200	+15%	+$20.1K	0.01%	363
2024 Q2	$136K	Hold	1,350	–	–	0.01%	233
2024 Q1	$136K	Hold	1,350	–	–	0.01%	240
2023 Q4	$135K	Hold	1,350	–	–	0.01%	244
2023 Q3	$136K	Hold	1,350	–	–	0.01%	263
2023 Q2	$136K	Buy	1,350 +100	+8%	+$10K	0.01%	280
2023 Q1	$126K	Buy	+1,250	New	+$125K	0.01%	293

Other funds holding SGOV

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

WFMPM

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Baldwin Wealth Partners's SGOV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 1,550 shares — an estimated $156K sold.

Baldwin Wealth Partners first reported a position in SGOV in Q1 2023 and held it in 7 quarters. The position peaked at $156K in Q3 2024. 770 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,550 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $156K.
Baldwin Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
Baldwin Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $156K in Q3 2024.
770 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.