EisnerAmper Wealth Management Corporate Benefits’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	-54,788	Closed	-$5.51M	–	61
2023 Q1	$5.51M	Buy	54,788 +2,220	+4%	+$223K	2.67%	12
2022 Q4	$5.26M	Buy	52,568 +12,745	+32%	+$1.28M	2.69%	12
2022 Q3	$3.99M	Buy	+39,823	New	+$3.99M	2.28%	14

Other funds holding SGOV

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

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