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

Column Capital 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
2023 Q3	$56.6K	Buy	562 +297	+112%	+$29.8K	0.01%	305
2023 Q2	$26.7K	Hold	265	–	–	﹤0.01%	404
2023 Q1	$26.7K	Buy	+265	New	+$26.6K	﹤0.01%	412
2022 Q4	–	Sell	-543	Closed	-$54K	–	856
2022 Q3	$54K	Hold	543	–	–	0.01%	263
2022 Q2	$54K	Buy	+543	New	+$54.3K	0.01%	268

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Column Capital Advisors's SGOV Position: Q3 2023 in Review

Column Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 112% in Q3 2023, buying an estimated $29.8K and bringing the position to 562 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #305.

Column Capital Advisors first reported a position in SGOV in Q2 2022 and has held it in 5 quarters since. 504 funds tracked by Wall St. Rank hold SGOV as of Q3 2023.

Column Capital Advisors held 562 shares of iShares 0-3 Month Treasury Bond ETF worth $56.6K as of Q3 2023.
Column Capital Advisors bought 297 iShares 0-3 Month Treasury Bond ETF shares in Q3 2023, an estimated $29.8K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #305 holding.
Column Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 5 quarters since.
504 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.