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 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

EisnerAmper Wealth Management Corporate Benefits's SGOV Position: Q2 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 54,788 shares — an estimated $5.51M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SGOV in Q3 2022 and held it in 3 quarters. The position peaked at $5.51M in Q1 2023. 404 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 54,788 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $5.51M.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares 0-3 Month Treasury Bond ETF position peaked at $5.51M in Q1 2023.
404 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2023, filed 11 Jul 2023.