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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's SGOV Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 370 shares — an estimated $37.3K sold.

Carolinas Wealth Consulting first reported a position in SGOV in Q2 2022 and held it in 8 quarters. The position peaked at $514K in Q3 2022. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

Carolinas Wealth Consulting reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 370 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $37.3K.
Carolinas Wealth Consulting first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 8 quarters.
Carolinas Wealth Consulting's iShares 0-3 Month Treasury Bond ETF position peaked at $514K in Q3 2022.
650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.