HFS
SGOV icon

Heritage Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-1
Closed – – 398
2022
Q2 		$0 Buy
+1
New +$100 ﹤0.01% 535

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3AM
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SW
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BFA
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
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ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Heritage Financial Services's SGOV Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2022, closing a stake of 1 share.

Heritage Financial Services first reported a position in SGOV in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 201 funds tracked by Wall St. Rank hold SGOV as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1 iShares 0-3 Month Treasury Bond ETF share in Q3 2022.
  • Heritage Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $0 in Q2 2022.
  • 201 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.