ETC
SGOV icon

Exchange Traded Concepts’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Exchange Traded Concepts’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
Q4 		– Sell
-3,632,926
Closed -$366M – 1373
2023
Q3 		$366M Buy
3,632,926
+3,630,318
+139,199% +$365M 10.35% 1
2023
Q2 		$262K Sell
2,608
-7,265,649
-100% -$730M 0.01% 765
2023
Q1 		$731M Sell
7,268,257
-1,195,542
-14% -$120M 20.03% 1
2022
Q4 		$848M Buy
8,463,799
+8,461,490
+366,457% +$848M 24.28% 1
2022
Q3 		$232K Buy
+2,309
New +$231K 0.01% 666

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return