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Haverford Trust Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Haverford Trust Company’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
Q4 		– Sell
-21,110
Closed -$2.13M – 402
2024
Q3 		$2.13M Hold
21,110
– – 0.02% 170
2024
Q2 		$2.13M Hold
21,110
– – 0.02% 169
2024
Q1 		$2.13M Hold
21,110
– – 0.02% 168
2023
Q4 		$2.12M Buy
+21,110
New +$2.12M 0.02% 158

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Haverford Trust Company's SGOV Position: Q4 2024 in Review

Haverford Trust Company sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 21,110 shares — an estimated $2.13M sold.

Haverford Trust Company first reported a position in SGOV in Q4 2023 and held it in 4 quarters. The position peaked at $2.13M in Q3 2024. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Haverford Trust Company reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Haverford Trust Company sold 21,110 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $2.13M.
  • Haverford Trust Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Haverford Trust Company's iShares 0-3 Month Treasury Bond ETF position peaked at $2.13M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Haverford Trust Company's 13F filing for Q4 2024, filed 11 Feb 2025.