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Eagle Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Eagle Asset 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
2023
Q2 		– Sell
-5,236
Closed -$526K – 566
2023
Q1 		$526K Sell
5,236
-3,520
-40% -$353K ﹤0.01% 497
2022
Q4 		$877K Buy
+8,756
New +$877K 0.01% 480

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Eagle Asset Management's SGOV Position: Q2 2023 in Review

Eagle Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 5,236 shares — an estimated $526K sold.

Eagle Asset Management first reported a position in SGOV in Q4 2022 and held it in 2 quarters. The position peaked at $877K in Q4 2022. 404 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • Eagle Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Eagle Asset Management sold 5,236 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $526K.
  • Eagle Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Eagle Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $877K in Q4 2022.
  • 404 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Eagle Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.