CHAM
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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 – 412
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $5.11B AUM 8.63% 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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return