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Carmel Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-1,000
Closed -$101K – 590
2023
Q3 		$101K Buy
+1,000
New +$100K 0.05% 196

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Carmel Capital Partners's SGOV Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 1,000 shares — an estimated $101K sold.

Carmel Capital Partners first reported a position in SGOV in Q3 2023 and held it in 1 quarter. The position peaked at $101K in Q3 2023. 584 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1,000 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $101K.
  • Carmel Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $101K in Q3 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.