Baltimore-Washington Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Baltimore-Washington Financial Advisors’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 Q2	–	Sell	-39,171	Closed	-$3.94M	–	147
2024 Q1	$3.94M	Buy	39,171 +12,048	+44%	+$1.21M	0.25%	77
2023 Q4	$2.72M	Buy	27,123 +5,056	+23%	+$508K	0.19%	86
2023 Q3	$2.22M	Buy	22,067 +4,090	+23%	+$411K	0.18%	86
2023 Q2	$1.81M	Buy	+17,977	New	+$1.81M	0.14%	90

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

SCA

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SGOV Position: Q2 2024 in Review

Baltimore-Washington Financial Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 39,171 shares — an estimated $3.94M sold.

Baltimore-Washington Financial Advisors first reported a position in SGOV in Q2 2023 and held it in 4 quarters. The position peaked at $3.94M in Q1 2024. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

Baltimore-Washington Financial Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 39,171 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $3.94M.
Baltimore-Washington Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
Baltimore-Washington Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.94M in Q1 2024.
650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.