CNBT
SGOV icon

Canandaigua National Bank & Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Canandaigua National Bank & Trust’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
-3,570
Closed -$360K – 343
2024
Q3 		$360K Buy
+3,570
New +$359K 0.03% 251

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

Canandaigua National Bank & Trust's SGOV Position: Q4 2024 in Review

Canandaigua National Bank & Trust sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 3,570 shares — an estimated $360K sold.

Canandaigua National Bank & Trust first reported a position in SGOV in Q3 2024 and held it in 1 quarter. The position peaked at $360K in Q3 2024. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Canandaigua National Bank & Trust reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Canandaigua National Bank & Trust sold 3,570 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $360K.
  • Canandaigua National Bank & Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Canandaigua National Bank & Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $360K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Canandaigua National Bank & Trust's 13F filing for Q4 2024, filed 6 Jan 2025.