BSW
SGOV icon

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

Buckingham Strategic 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
Q2 		$818K Sell
8,122
-2,281
-22% -$229K 0.01% 370
2024
Q1 		$1.05M Buy
10,403
+7,572
+267% +$761K 0.01% 326
2023
Q4 		$284K Buy
2,831
+81
+3% +$8.13K ﹤0.01% 581
2023
Q3 		$277K Buy
+2,750
New +$276K ﹤0.01% 544

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $6.4B AUM 9.79% 1-Year Est. Return

Buckingham Strategic Wealth's SGOV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2024, selling an estimated $229K and leaving 8,122 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #370.

Buckingham Strategic Wealth first reported a position in SGOV in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.05M in Q1 2024. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Buckingham Strategic Wealth held 8,122 shares of iShares 0-3 Month Treasury Bond ETF worth $818K as of Q2 2024.
  • Buckingham Strategic Wealth sold 2,281 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $229K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #370 holding.
  • Buckingham Strategic Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Buckingham Strategic Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.05M in Q1 2024.
  • 650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.