Econ Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Econ Financial Services’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	–	Sell	-65,769	Closed	-$6.62M	–	104
2024 Q3	$6.62M	Buy	+65,769	New	+$6.61M	3.71%	3
2024 Q1	–	Sell	-17,320	Closed	-$1.74M	–	95
2023 Q4	$1.74M	Sell	17,320 -1,329	-7%	-$133K	1.22%	29
2023 Q3	$1.88M	Buy	+18,649	New	+$1.87M	1.37%	26

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 $1.6B AUM 20.7% 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

Econ Financial Services's SGOV Position: Q4 2024 in Review

Econ Financial Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 65,769 shares — an estimated $6.62M sold.

Econ Financial Services first reported a position in SGOV in Q3 2023 and held it in 3 quarters. The position peaked at $6.62M in Q3 2024. 766 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

Econ Financial Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Econ Financial Services sold 65,769 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $6.62M.
Econ Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
Econ Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $6.62M in Q3 2024.
766 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.