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CEDRUS’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CEDRUS’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 		$1.29M Buy
12,762
+1,533
+14% +$154K 0.48% 42
2024
Q2 		$1.13M Buy
11,229
+2,849
+34% +$286K 0.57% 33
2024
Q1 		$844K Buy
+8,380
New +$842K 0.46% 43

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 $445B AUM 25.58% 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 $5.24B AUM 11.32% 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

CEDRUS's SGOV Position: Q3 2024 in Review

CEDRUS increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q3 2024, buying an estimated $154K and bringing the position to 12,762 shares worth $1.29M. The position accounts for 0.48% of the portfolio, ranked #42.

CEDRUS first reported a position in SGOV in Q1 2024 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • CEDRUS held 12,762 shares of iShares 0-3 Month Treasury Bond ETF worth $1.29M as of Q3 2024.
  • CEDRUS bought 1,533 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $154K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.48% of CEDRUS's portfolio in Q3 2024, its #42 holding.
  • CEDRUS first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.