EWM
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Evercore Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Evercore Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25,249
Closed -$2.53M – 436
2023
Q4 		$2.53M Buy
+25,249
New +$2.53M 0.04% 141