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

Bison Wealth’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 		$2.83M Buy
28,209
+17,409
+161% +$1.75M 0.62% 35
2024
Q3 		$1.09M Buy
10,800
+4,430
+70% +$445K 0.17% 125
2024
Q2 		$642K Hold
6,370
– – 0.1% 203
2024
Q1 		$642K Sell
6,370
-626
-9% -$62.9K 0.1% 203
2023
Q4 		$701K Buy
+6,996
New +$703K 0.12% 180

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

Bison Wealth's SGOV Position: Q4 2024 in Review

Bison Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 161% in Q4 2024, buying an estimated $1.75M and bringing the position to 28,209 shares worth $2.83M. The position accounts for 0.62% of the portfolio, ranked #35.

Bison Wealth first reported a position in SGOV in Q4 2023 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Bison Wealth held 28,209 shares of iShares 0-3 Month Treasury Bond ETF worth $2.83M as of Q4 2024.
  • Bison Wealth bought 17,409 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $1.75M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.62% of Bison Wealth's portfolio in Q4 2024, its #35 holding.
  • Bison Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.