Boyd Watterson Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Boyd Watterson Asset 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 Q4	–	Sell	-603	Closed	-$60.7K	–	439
2024 Q3	$60.7K	Sell	603 -43	-7%	-$4.32K	0.02%	169
2024 Q2	$65.1K	Buy	+646	New	+$64.9K	0.02%	167
2024 Q1	–	Sell	-2,219	Closed	-$222K	–	446
2023 Q4	$222K	Sell	2,219 -21	-0.9%	-$2.11K	0.09%	120
2023 Q3	$226K	Buy	2,240 +171	+8%	+$17.2K	0.1%	113
2023 Q2	$208K	Sell	2,069 -2,353	-53%	-$236K	0.08%	121
2023 Q1	$445K	Sell	4,422 -5,672	-56%	-$569K	0.18%	98
2022 Q4	$1.01M	Buy	10,094 +6,263	+163%	+$627K	0.42%	64
2022 Q3	$384K	Sell	3,831 -53	-1%	-$5.31K	0.17%	104
2022 Q2	$389K	Buy	+3,884	New	+$389K	0.17%	106

Other funds holding SGOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Boyd Watterson Asset Management's SGOV Position: Q4 2024 in Review

Boyd Watterson Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 603 shares — an estimated $60.7K sold.

Boyd Watterson Asset Management first reported a position in SGOV in Q2 2022 and held it in 9 quarters. The position peaked at $1.01M in Q4 2022. 766 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

Boyd Watterson Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Boyd Watterson Asset Management sold 603 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $60.7K.
Boyd Watterson Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 9 quarters.
Boyd Watterson Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.01M in Q4 2022.
766 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Boyd Watterson Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.