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HBW Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HBW Advisory Services’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
Q3 		– Sell
-1,315
Closed -$132K – 389
2024
Q2 		$132K Sell
1,315
-448
-25% -$45K 0.02% 329
2024
Q1 		$177K Hold
1,763
– – 0.03% 293
2023
Q4 		$177K Sell
1,763
-3,121
-64% -$313K 0.03% 293
2023
Q3 		$492K Buy
4,884
+1,161
+31% +$117K 0.1% 176
2023
Q2 		$375K Buy
+3,723
New +$374K 0.08% 205

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HBW Advisory Services's SGOV Position: Q3 2024 in Review

HBW Advisory Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2024, closing a stake of 1,315 shares — an estimated $132K sold.

HBW Advisory Services first reported a position in SGOV in Q2 2023 and held it in 5 quarters. The position peaked at $492K in Q3 2023. 693 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • HBW Advisory Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • HBW Advisory Services sold 1,315 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $132K.
  • HBW Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 5 quarters.
  • HBW Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $492K in Q3 2023.
  • 693 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on HBW Advisory Services's 13F filing for Q3 2024, filed 4 Oct 2024.