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FirstPurpose Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

FirstPurpose Wealth’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
-2,217
Closed -$223K – 224
2023
Q3 		$223K Buy
2,217
+43
+2% +$4.32K 0.1% 172
2023
Q2 		$219K Sell
2,174
-17,456
-89% -$1.75M 0.09% 184
2023
Q1 		$1.97M Buy
19,630
+8,732
+80% +$876K 0.97% 20
2022
Q4 		$1.09M Buy
10,898
+1,681
+18% +$168K 0.61% 28
2022
Q3 		$924K Buy
+9,217
New +$923K 0.61% 27

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

FirstPurpose Wealth's SGOV Position: Q4 2023 in Review

FirstPurpose Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 2,217 shares — an estimated $223K sold.

FirstPurpose Wealth first reported a position in SGOV in Q3 2022 and held it in 5 quarters. The position peaked at $1.97M in Q1 2023. 585 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • FirstPurpose Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 2,217 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $223K.
  • FirstPurpose Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
  • FirstPurpose Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.97M in Q1 2023.
  • 585 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on FirstPurpose Wealth's 13F filing for Q4 2023, filed 23 Apr 2024.