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

Cornerstone Wealth 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
2024
Q4 		– Sell
-2,641
Closed -$266K – 601
2024
Q3 		$266K Buy
+2,641
New +$265K 0.02% 480
2024
Q2 		– Sell
-2,137
Closed -$215K – 565
2024
Q1 		$215K Buy
+2,137
New +$215K 0.02% 504

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cornerstone Wealth Management's SGOV Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 2,641 shares — an estimated $266K sold.

Cornerstone Wealth Management first reported a position in SGOV in Q1 2024 and held it in 2 quarters. The position peaked at $266K in Q3 2024. 770 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,641 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $266K.
  • Cornerstone Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $266K in Q3 2024.
  • 770 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.