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Cherrydale Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cherrydale Wealth Management’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 		– Sell
-20,197
Closed -$2.03M – 63
2023
Q4 		$2.03M Buy
20,197
+643
+3% +$64.6K 1.06% 14
2023
Q3 		$1.97M Buy
+19,554
New +$1.96M 1.17% 14

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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cherrydale Wealth Management's SGOV Position: Q1 2024 in Review

Cherrydale Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 20,197 shares — an estimated $2.03M sold.

Cherrydale Wealth Management first reported a position in SGOV in Q3 2023 and held it in 2 quarters. The position peaked at $2.03M in Q4 2023. 591 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Cherrydale Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cherrydale Wealth Management sold 20,197 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $2.03M.
  • Cherrydale Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Cherrydale Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $2.03M in Q4 2023.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Cherrydale Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.