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

Eagle Ridge Investment 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 Q4	$14.4M	Buy	143,397 +3,579	+3%	+$360K	1.26%	32
2024 Q3	$14.1M	Buy	139,818 +6,921	+5%	+$696K	1.24%	34
2024 Q2	$13.4M	Buy	132,897 +1,256	+1%	+$126K	1.24%	34
2024 Q1	$13.3M	Buy	131,641 +1,170	+0.9%	+$118K	1.22%	32
2023 Q4	$13.1M	Buy	130,471 +2,138	+2%	+$215K	1.28%	30
2023 Q3	$12.9M	Buy	128,333 +16,897	+15%	+$1.7M	1.41%	26
2023 Q2	$11.2M	Buy	+111,436	New	+$11.2M	1.18%	34

Other funds holding SGOV

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFMPM

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Eagle Ridge Investment Management's SGOV Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.6% in Q4 2024, buying an estimated $360K and bringing the position to 143,397 shares worth $14.4M. The position accounts for 1.26% of the portfolio, ranked #32.

Eagle Ridge Investment Management first reported a position in SGOV in Q2 2023 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

Eagle Ridge Investment Management held 143,397 shares of iShares 0-3 Month Treasury Bond ETF worth $14.4M as of Q4 2024.
Eagle Ridge Investment Management bought 3,579 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $360K.
iShares 0-3 Month Treasury Bond ETF made up 1.26% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #32 holding.
Eagle Ridge Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.