C
SGOV icon

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

Certuity’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 		– Sell
-10,906
Closed -$1.1M – 383
2024
Q2 		$1.1M Buy
10,906
+65
+0.6% +$6.53K 0.09% 121
2024
Q1 		$1.09M Buy
10,841
+43
+0.4% +$4.32K 0.1% 110
2023
Q4 		$1.08M Buy
10,798
+84
+0.8% +$8.44K 0.11% 101
2023
Q3 		$1.08M Buy
10,714
+61
+0.6% +$6.13K 0.13% 80
2023
Q2 		$1.07M Sell
10,653
-2,428
-19% -$244K 0.12% 82
2023
Q1 		$1.32M Sell
13,081
-2,430
-16% -$244K 0.19% 61
2022
Q4 		$1.55M Buy
15,511
+96
+0.6% +$9.62K 0.25% 55
2022
Q3 		$1.55M Sell
15,415
-1,659
-10% -$166K 0.36% 38
2022
Q2 		$1.71M Buy
17,074
+7
+0% +$700 0.45% 36
2022
Q1 		$1.71M Buy
17,067
+1
+0% +$100 0.37% 47
2021
Q4 		$1.71M Buy
17,066
+2
+0% +$200 0.37% 46
2021
Q3 		$1.71M Buy
17,064
+11,169
+189% +$1.12M 0.34% 54
2021
Q2 		$590K Hold
5,895
– – 0.14% 111
2021
Q1 		$590K Hold
5,895
– – 0.16% 99
2020
Q4 		$590K Buy
+5,895
New +$590K 0.19% 84

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.83B AUM 20.31% 1-Year Est. Return
NP
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $187B AUM 21.7% 1-Year Est. Return

Certuity's SGOV Position: Q3 2024 in Review

Certuity sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2024, closing a stake of 10,906 shares — an estimated $1.1M sold.

Certuity first reported a position in SGOV in Q4 2020 and held it in 15 quarters. The position peaked at $1.71M in Q2 2022. 693 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • Certuity reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Certuity sold 10,906 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $1.1M.
  • Certuity first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2020 and held it in 15 quarters.
  • Certuity's iShares 0-3 Month Treasury Bond ETF position peaked at $1.71M in Q2 2022.
  • 693 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on Certuity's 13F filing for Q3 2024, filed 12 Nov 2024.