Clear Harbor Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clear Harbor Asset 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
2023 Q2	–	Sell	-31,785	Closed	-$3.2M	–	404
2023 Q1	$3.2M	Buy	31,785 +1,295	+4%	+$130K	0.33%	74
2022 Q4	$3.05M	Sell	30,490 -425	-1%	-$42.6K	0.38%	54
2022 Q3	$3.1M	Buy	30,915 +16,115	+109%	+$1.61M	0.43%	47
2022 Q2	$1.48M	Buy	+14,800	New	+$1.48M	0.2%	95

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

EIC

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Clear Harbor Asset Management's SGOV Position: Q2 2023 in Review

Clear Harbor Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 31,785 shares — an estimated $3.2M sold.

Clear Harbor Asset Management first reported a position in SGOV in Q2 2022 and held it in 4 quarters. The position peaked at $3.2M in Q1 2023. 404 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

Clear Harbor Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Clear Harbor Asset Management sold 31,785 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $3.2M.
Clear Harbor Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
Clear Harbor Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.2M in Q1 2023.
404 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Clear Harbor Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.