EA Series Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

EA Series Trust’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	$54M	Buy	+539,392	New	+$54.2M	1.9%	4

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $5.11B AUM 8.63% 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 New York $131B AUM 28.36% 1-Year Est. Return

EA Series Trust's SGOV Position: Q2 2023 in Review

EA Series Trust opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023: 539,392 shares worth $54M. The stake represents 1.9% of the portfolio and ranks #4 among its holdings.

404 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

EA Series Trust held 539,392 shares of iShares 0-3 Month Treasury Bond ETF worth $54M as of Q2 2023.
iShares 0-3 Month Treasury Bond ETF was a new EA Series Trust position in Q2 2023.
iShares 0-3 Month Treasury Bond ETF made up 1.9% of EA Series Trust's portfolio in Q2 2023, its #4 holding.
404 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.