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Harvest Group Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Harvest Group Wealth 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
2023
Q1 		$29.9K Buy
297
+146
+97% +$14.6K 0.02% 71
2022
Q4 		$15.1K Sell
151
-43,611
-100% -$4.37M 0.01% 77
2022
Q3 		$4.39M Buy
43,762
+1,451
+3% +$145K 2.92% 14
2022
Q2 		$4.24M Buy
+42,311
New +$4.23M 2.61% 14

Other funds holding SGOV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Harvest Group Wealth Management's SGOV Position: Q1 2023 in Review

Harvest Group Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 97% in Q1 2023, buying an estimated $14.6K and bringing the position to 297 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #71.

Harvest Group Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 4 quarters since. The position peaked at $4.39M in Q3 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

  • Harvest Group Wealth Management held 297 shares of iShares 0-3 Month Treasury Bond ETF worth $29.9K as of Q1 2023.
  • Harvest Group Wealth Management bought 146 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $14.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Harvest Group Wealth Management's portfolio in Q1 2023, its #71 holding.
  • Harvest Group Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.39M in Q3 2022.
  • 365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.