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CWS Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CWS Financial Advisors’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
-3,031
Closed -$304K – 141
2023
Q4 		$304K Buy
+3,031
New +$304K 0.11% 122

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

CWS Financial Advisors's SGOV Position: Q1 2024 in Review

CWS Financial Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 3,031 shares — an estimated $304K sold.

CWS Financial Advisors first reported a position in SGOV in Q4 2023 and held it in 1 quarter. The position peaked at $304K in Q4 2023. 591 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • CWS Financial Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 3,031 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $304K.
  • CWS Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • CWS Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $304K in Q4 2023.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.