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Bridge Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bridge Advisory’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
Q3 		$8.95M Sell
88,865
-17,283
-16% -$1.74M 4.26% 5
2024
Q2 		$10.7M Buy
+106,148
New +$10.7M 5.27% 4

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bridge Advisory's SGOV Position: Q3 2024 in Review

Bridge Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q3 2024, selling an estimated $1.74M and leaving 88,865 shares worth $8.95M. The position accounts for 4.26% of the portfolio, ranked #5.

Bridge Advisory first reported a position in SGOV in Q2 2024 and has held it in 2 quarters since. The position peaked at $10.7M in Q2 2024. 688 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • Bridge Advisory held 88,865 shares of iShares 0-3 Month Treasury Bond ETF worth $8.95M as of Q3 2024.
  • Bridge Advisory sold 17,283 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $1.74M.
  • iShares 0-3 Month Treasury Bond ETF made up 4.26% of Bridge Advisory's portfolio in Q3 2024, its #5 holding.
  • Bridge Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Bridge Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $10.7M in Q2 2024.
  • 688 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.