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Freedom Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Freedom Investment 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
Q1 		– Sell
-2,868
Closed -$288K – 830
2023
Q4 		$288K Sell
2,868
-33,763
-92% -$3.39M 0.02% 608
2023
Q3 		$3.69M Sell
36,631
-298
-0.8% -$29.9K 0.45% 39
2023
Q2 		$3.72M Sell
36,929
-3,636
-9% -$365K 0.42% 44
2023
Q1 		$4.08M Buy
+40,565
New +$4.07M 0.46% 41

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's SGOV Position: Q1 2024 in Review

Freedom Investment Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 2,868 shares — an estimated $288K sold.

Freedom Investment Management first reported a position in SGOV in Q1 2023 and held it in 4 quarters. The position peaked at $4.08M in Q1 2023. 592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Freedom Investment Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,868 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $288K.
  • Freedom Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 4 quarters.
  • Freedom Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.08M in Q1 2023.
  • 592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.