CC
SGOV icon

Cadinha & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cadinha & Co’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
-2,000
Closed -$201K – 97
2024
Q1 		$201K Buy
+2,000
New +$201K 0.03% 93

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 $5.97B AUM 5.11% 1-Year Est. Return

Cadinha & Co's SGOV Position: Q2 2024 in Review

Cadinha & Co sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 2,000 shares — an estimated $201K sold.

Cadinha & Co first reported a position in SGOV in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Cadinha & Co reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cadinha & Co sold 2,000 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $201K.
  • Cadinha & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Cadinha & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $201K in Q1 2024.
  • 650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Cadinha & Co's 13F filing for Q2 2024, filed 31 Jul 2024.