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Graves Light Lenhart Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Graves Light Lenhart 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
2024
Q1 		– Sell
-2,225
Closed -$223K – 187
2023
Q4 		$223K Sell
2,225
-592
-21% -$59.4K 0.03% 166
2023
Q3 		$283K Sell
2,817
-1,394
-33% -$140K 0.04% 143
2023
Q2 		$424K Buy
+4,211
New +$423K 0.06% 119

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Graves Light Lenhart Wealth's SGOV Position: Q1 2024 in Review

Graves Light Lenhart Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 2,225 shares — an estimated $223K sold.

Graves Light Lenhart Wealth first reported a position in SGOV in Q2 2023 and held it in 3 quarters. The position peaked at $424K in Q2 2023. 592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Graves Light Lenhart Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 2,225 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $223K.
  • Graves Light Lenhart Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $424K in Q2 2023.
  • 592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2024, filed 13 May 2024.