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Credit Suisse’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Credit Suisse’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
Q2 		– Sell
-91,870
Closed -$9.24M – 3248
2023
Q1 		$9.24M Buy
91,870
+86,070
+1,484% +$8.63M 0.01% 971
2022
Q4 		$581K Sell
5,800
-425,600
-99% -$42.6M ﹤0.01% 2691
2022
Q3 		$43.3M Buy
+431,400
New +$43.2M 0.05% 416

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Credit Suisse's SGOV Position: Q2 2023 in Review

Credit Suisse sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 91,870 shares — an estimated $9.24M sold.

Credit Suisse first reported a position in SGOV in Q3 2022 and held it in 3 quarters. The position peaked at $43.3M in Q3 2022. 404 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • Credit Suisse reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Credit Suisse sold 91,870 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $9.24M.
  • Credit Suisse first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Credit Suisse's iShares 0-3 Month Treasury Bond ETF position peaked at $43.3M in Q3 2022.
  • 404 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Credit Suisse's 13F filing for Q2 2023, filed 11 Aug 2023.