Cetera Advisor Networks’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cetera Advisor Networks’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 Q1	$37.8M	Sell	375,817 -536,489	-59%	-$53.9M	0.19%	110
2023 Q4	$91.5M	Sell	912,306 -601,193	-40%	-$60.4M	0.51%	25
2023 Q3	$152M	Buy	1,513,499 +284,764	+23%	+$28.6M	0.96%	12
2023 Q2	$124M	Buy	1,228,735 +571,836	+87%	+$57.4M	0.86%	11
2023 Q1	$66.1M	Buy	656,899 +417,737	+175%	+$41.9M	0.49%	30
2022 Q4	$23.9M	Buy	239,162 +173,072	+262%	+$17.3M	0.19%	114
2022 Q3	$6.63M	Buy	66,090 +61,141	+1,235%	+$6.12M	0.08%	258
2022 Q2	$496K	Buy	+4,949	New	+$495K	0.01%	1279

Other funds holding SGOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's SGOV Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 59% in Q1 2024, selling an estimated $53.9M and leaving 375,817 shares worth $37.8M. The position accounts for 0.19% of the portfolio, ranked #110.

Cetera Advisor Networks first reported a position in SGOV in Q2 2022 and has held it in 8 quarters since. The position peaked at $152M in Q3 2023. 592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

Cetera Advisor Networks held 375,817 shares of iShares 0-3 Month Treasury Bond ETF worth $37.8M as of Q1 2024.
Cetera Advisor Networks sold 536,489 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $53.9M.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Cetera Advisor Networks's portfolio in Q1 2024, its #110 holding.
Cetera Advisor Networks first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
Cetera Advisor Networks's iShares 0-3 Month Treasury Bond ETF position peaked at $152M in Q3 2023.
592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.