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Carmichael Hill & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Carmichael Hill & Associates’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 		$75.9K Buy
753
+142
+23% +$14.3K 0.03% 301
2024
Q2 		$61.6K Buy
611
+315
+106% +$31.7K 0.02% 312
2024
Q1 		$29.8K Buy
+296
New +$29.8K 0.01% 425

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

Carmichael Hill & Associates's SGOV Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q3 2024, buying an estimated $14.3K and bringing the position to 753 shares worth $75.9K. The position accounts for 0.03% of the portfolio, ranked #301.

Carmichael Hill & Associates first reported a position in SGOV in Q1 2024 and has held it in 3 quarters since. 688 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • Carmichael Hill & Associates held 753 shares of iShares 0-3 Month Treasury Bond ETF worth $75.9K as of Q3 2024.
  • Carmichael Hill & Associates bought 142 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $14.3K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #301 holding.
  • Carmichael Hill & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 688 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.