CWC
SGOV icon

Carolinas Wealth Consulting’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Carolinas Wealth Consulting’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
-370
Closed -$37.3K – 1071
2024
Q1 		$37.3K Sell
370
-408
-52% -$41K 0.01% 418
2023
Q4 		$78K Buy
778
+48
+7% +$4.82K 0.02% 273
2023
Q3 		$73.5K Buy
730
+12
+2% +$1.21K 0.02% 259
2023
Q2 		$72.2K Sell
718
-3,546
-83% -$356K 0.01% 303
2023
Q1 		$429K Buy
4,264
+128
+3% +$12.8K 0.09% 115
2022
Q4 		$414K Sell
4,136
-986
-19% -$98.8K 0.09% 115
2022
Q3 		$514K Buy
5,122
+5,086
+14,128% +$509K 0.13% 86
2022
Q2 		$4K Buy
+36
New +$3.6K ﹤0.01% 695

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
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