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

Cetera Advisors’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	$10.4M	Buy	103,712 +793	+0.8%	+$79.7K	0.08%	236
2023 Q4	$10.3M	Buy	102,919 +7,051	+7%	+$708K	0.14%	150
2023 Q3	$9.65M	Buy	95,868 +14,547	+18%	+$1.46M	0.15%	149
2023 Q2	$8.18M	Buy	81,321 +22,339	+38%	+$2.24M	0.13%	163
2023 Q1	$5.93M	Buy	58,982 +50,880	+628%	+$5.1M	0.1%	216
2022 Q4	$811K	Buy	8,102 +5,287	+188%	+$530K	0.01%	752
2022 Q3	$282K	Buy	+2,815	New	+$282K	0.01%	1000

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Advisors's SGOV Position: Q1 2024 in Review

Cetera Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.77% in Q1 2024, buying an estimated $79.7K and bringing the position to 103,712 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #236.

Cetera Advisors first reported a position in SGOV in Q3 2022 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

Cetera Advisors held 103,712 shares of iShares 0-3 Month Treasury Bond ETF worth $10.4M as of Q1 2024.
Cetera Advisors bought 793 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $79.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #236 holding.
Cetera Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 7 quarters since.
592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

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