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FourThought Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

FourThought Financial’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
-755
Closed -$76K – 1563
2022
Q2 		$76K Buy
+755
New +$75.5K 0.01% 503

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.11B AUM 17.2% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

FourThought Financial's SGOV Position: Q3 2022 in Review

FourThought Financial sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2022, closing a stake of 755 shares — an estimated $76K sold.

FourThought Financial first reported a position in SGOV in Q2 2022 and held it in 1 quarter. The position peaked at $76K in Q2 2022. 202 funds tracked by Wall St. Rank hold SGOV as of Q3 2022.

  • FourThought Financial reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • FourThought Financial sold 755 iShares 0-3 Month Treasury Bond ETF shares in Q3 2022, an estimated $76K.
  • FourThought Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • FourThought Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $76K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.