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

Executive Wealth Management’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
2022
Q3 		– Sell
-2,250
Closed -$225K – 187
2022
Q2 		$225K Buy
+2,250
New +$225K 0.03% 168

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Executive Wealth Management's SGOV Position: Q3 2022 in Review

Executive Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2022, closing a stake of 2,250 shares — an estimated $225K sold.

Executive Wealth Management first reported a position in SGOV in Q2 2022 and held it in 1 quarter. The position peaked at $225K in Q2 2022. 202 funds tracked by Wall St. Rank hold SGOV as of Q3 2022.

  • Executive Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Executive Wealth Management sold 2,250 iShares 0-3 Month Treasury Bond ETF shares in Q3 2022, an estimated $225K.
  • Executive Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Executive Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $225K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2022.

Based on Executive Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.