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

Curi 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
Q1 		– Sell
-169,069
Closed -$17M – 127
2023
Q4 		$17M Buy
169,069
+68,229
+68% +$6.85M 2.34% 10
2023
Q3 		$10.2M Sell
100,840
-1,917
-2% -$193K 1.56% 24
2023
Q2 		$10.3M Buy
102,757
+2,645
+3% +$266K 1.4% 25
2023
Q1 		$10.1M Buy
100,112
+7,526
+8% +$755K 1.45% 24
2022
Q4 		$9.27M Buy
92,586
+20,958
+29% +$2.1M 1.3% 30
2022
Q3 		$7.18M Buy
+71,628
New +$7.17M 1.19% 34

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Curi Wealth Management's SGOV Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 169,069 shares — an estimated $17M sold.

Curi Wealth Management first reported a position in SGOV in Q3 2022 and held it in 6 quarters. The position peaked at $17M in Q4 2023. 592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 169,069 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $17M.
  • Curi Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
  • Curi Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $17M in Q4 2023.
  • 592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.