Cedar Brook Financial Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cedar Brook Financial 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
2024 Q2	–	Sell	-8,738	Closed	-$880K	–	341
2024 Q1	$880K	Buy	8,738 +2,454	+39%	+$247K	0.17%	138
2023 Q4	$631K	Buy	6,284 +4,259	+210%	+$428K	0.14%	156
2023 Q3	$204K	Buy	+2,025	New	+$203K	0.05%	348

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

Cedar Brook Financial Partners's SGOV Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 8,738 shares — an estimated $880K sold.

Cedar Brook Financial Partners first reported a position in SGOV in Q3 2023 and held it in 3 quarters. The position peaked at $880K in Q1 2024. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 8,738 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $880K.
Cedar Brook Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
Cedar Brook Financial Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $880K in Q1 2024.
650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.