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Birchcreek Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Birchcreek Wealth Management’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
-2,863
Closed -$288K – 172
2024
Q1 		$288K Buy
2,863
+292
+11% +$29.3K 0.15% 122
2023
Q4 		$258K Buy
+2,571
New +$258K 0.15% 115

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
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
NP
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 $5.97B AUM 5.11% 1-Year Est. Return

Birchcreek Wealth Management's SGOV Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 2,863 shares — an estimated $288K sold.

Birchcreek Wealth Management first reported a position in SGOV in Q4 2023 and held it in 2 quarters. The position peaked at $288K in Q1 2024. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,863 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $288K.
  • Birchcreek Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Birchcreek Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $288K in Q1 2024.
  • 650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.