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Beam Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Beam Wealth 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
Q4 		– Sell
-11,108
Closed -$1.12M – 106
2024
Q3 		$1.12M Buy
+11,108
New +$1.12M 0.34% 59

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 $377B AUM 19.32% 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

Beam Wealth Advisors's SGOV Position: Q4 2024 in Review

Beam Wealth Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 11,108 shares — an estimated $1.12M sold.

Beam Wealth Advisors first reported a position in SGOV in Q3 2024 and held it in 1 quarter. The position peaked at $1.12M in Q3 2024. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Beam Wealth Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 11,108 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $1.12M.
  • Beam Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Beam Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.12M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Beam Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.