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Great Lakes Retirement’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Great Lakes Retirement’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
-10,345
Closed -$1.04M – 232
2023
Q4 		$1.04M Sell
10,345
-17,383
-63% -$1.75M 0.17% 120
2023
Q3 		$2.79M Sell
27,728
-28,121
-50% -$2.82M 0.5% 38
2023
Q2 		$5.62M Buy
+55,849
New +$5.61M 0.99% 24

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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Great Lakes Retirement's SGOV Position: Q1 2024 in Review

Great Lakes Retirement sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 10,345 shares — an estimated $1.04M sold.

Great Lakes Retirement first reported a position in SGOV in Q2 2023 and held it in 3 quarters. The position peaked at $5.62M in Q2 2023. 592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Great Lakes Retirement reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 10,345 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $1.04M.
  • Great Lakes Retirement first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • Great Lakes Retirement's iShares 0-3 Month Treasury Bond ETF position peaked at $5.62M in Q2 2023.
  • 592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Great Lakes Retirement's 13F filing for Q1 2024, filed 9 May 2024.