Clear Perspectives Financial Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$10.5M	Sell	104,680 -42,312	-29%	-$4.24M	5.9%	6
2022 Q4	$14.7M	Sell	146,992 -143,420	-49%	-$14.4M	7.82%	4
2022 Q3	$29.1M	Buy	290,412 +13,889	+5%	+$1.39M	14.28%	1
2022 Q2	$27.7M	Buy	+276,523	New	+$27.7M	10.79%	1

Other funds holding SGOV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

AWS

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Clear Perspectives Financial Planning's SGOV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q1 2023, selling an estimated $4.24M and leaving 104,680 shares worth $10.5M. The position accounts for 5.9% of the portfolio, ranked #6.

Clear Perspectives Financial Planning first reported a position in SGOV in Q2 2022 and has held it in 4 quarters since. The position peaked at $29.1M in Q3 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

Clear Perspectives Financial Planning held 104,680 shares of iShares 0-3 Month Treasury Bond ETF worth $10.5M as of Q1 2023.
Clear Perspectives Financial Planning sold 42,312 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $4.24M.
iShares 0-3 Month Treasury Bond ETF made up 5.9% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #6 holding.
Clear Perspectives Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $29.1M in Q3 2022.
365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.