Coombe, Bender & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Coombe, Bender & Co’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 Q2	$315K	Buy	+3,126	New	+$314K	0.19%	64
2024 Q1	–	Sell	-50,178	Closed	-$5.03M	–	82
2023 Q4	$5.03M	Buy	+50,178	New	+$5.04M	3.15%	9

Other funds holding SGOV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Coombe, Bender & Co's SGOV Position: Q2 2024 in Review

Coombe, Bender & Co opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024: 3,126 shares worth $315K. The stake represents 0.19% of the portfolio and ranks #64 among its holdings. This is a return to the name: Coombe, Bender & Co previously reported a position in SGOV as recently as Q4 2023.

Coombe, Bender & Co first reported a position in SGOV in Q4 2023 and has held it in 2 quarters since. The position peaked at $5.03M in Q4 2023. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

Coombe, Bender & Co held 3,126 shares of iShares 0-3 Month Treasury Bond ETF worth $315K as of Q2 2024.
iShares 0-3 Month Treasury Bond ETF was a new Coombe, Bender & Co position in Q2 2024.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Coombe, Bender & Co's portfolio in Q2 2024, its #64 holding.
Coombe, Bender & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
Coombe, Bender & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $5.03M in Q4 2023.
650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.