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Fiduciary Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fiduciary Group’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
Q4 		– Sell
-2,172
Closed -$218K – 234
2022
Q3 		$218K Buy
+2,172
New +$217K 0.03% 227

Other funds holding SGOV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Fiduciary Group's SGOV Position: Q4 2022 in Review

Fiduciary Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2022, closing a stake of 2,172 shares — an estimated $218K sold.

Fiduciary Group first reported a position in SGOV in Q3 2022 and held it in 1 quarter. The position peaked at $218K in Q3 2022. 273 funds tracked by Wall St. Rank hold SGOV as of Q4 2022.

  • Fiduciary Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Fiduciary Group sold 2,172 iShares 0-3 Month Treasury Bond ETF shares in Q4 2022, an estimated $218K.
  • Fiduciary Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Fiduciary Group's iShares 0-3 Month Treasury Bond ETF position peaked at $218K in Q3 2022.
  • 273 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2022.

Based on Fiduciary Group's 13F filing for Q4 2022, filed 7 Feb 2023.