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

Connectus Wealth’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 		$10.8M Sell
107,610
-166,772
-61% -$16.8M 0.3% 77
2023
Q4 		$27.5M Buy
274,382
+68,270
+33% +$6.86M 0.56% 41
2023
Q3 		$20.7M Buy
+206,112
New +$20.7M 0.46% 54

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

Connectus Wealth's SGOV Position: Q1 2024 in Review

Connectus Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 61% in Q1 2024, selling an estimated $16.8M and leaving 107,610 shares worth $10.8M. The position accounts for 0.3% of the portfolio, ranked #77.

Connectus Wealth first reported a position in SGOV in Q3 2023 and has held it in 3 quarters since. The position peaked at $27.5M in Q4 2023. 591 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Connectus Wealth held 107,610 shares of iShares 0-3 Month Treasury Bond ETF worth $10.8M as of Q1 2024.
  • Connectus Wealth sold 166,772 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $16.8M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.3% of Connectus Wealth's portfolio in Q1 2024, its #77 holding.
  • Connectus Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $27.5M in Q4 2023.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.