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Financial Gravity Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Financial Gravity Asset 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
2024
Q2 		$9.87K Buy
+98
New +$9.85K ﹤0.01% 491

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Financial Gravity Asset Management's SGOV Position: Q2 2024 in Review

Financial Gravity Asset Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024: 98 shares worth $9.87K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings.

650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Financial Gravity Asset Management held 98 shares of iShares 0-3 Month Treasury Bond ETF worth $9.87K as of Q2 2024.
  • iShares 0-3 Month Treasury Bond ETF was a new Financial Gravity Asset Management position in Q2 2024.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #491 holding.
  • 650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.