Benjamin F. Edwards & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Benjamin F. Edwards & 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 Q2	$808K	Buy	8,024 +7,824	+3,912%	+$786K	0.01%	581
2024 Q1	$20K	Sell	200 -175	-47%	-$17.6K	﹤0.01%	1538
2023 Q4	$38K	Buy	+375	New	+$37.7K	﹤0.01%	1318
2022 Q4	–	Sell	-402	Closed	-$40K	–	1902
2022 Q3	$40K	Hold	402	–	–	﹤0.01%	1109
2022 Q2	$40K	Buy	+402	New	+$40.2K	﹤0.01%	1093

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

Benjamin F. Edwards & Company's SGOV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3,912% in Q2 2024, buying an estimated $786K and bringing the position to 8,024 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #581.

Benjamin F. Edwards & Company first reported a position in SGOV in Q2 2022 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

Benjamin F. Edwards & Company held 8,024 shares of iShares 0-3 Month Treasury Bond ETF worth $808K as of Q2 2024.
Benjamin F. Edwards & Company bought 7,824 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $786K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #581 holding.
Benjamin F. Edwards & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 5 quarters since.
650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.