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Holistic Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Holistic Planning’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
-2,135
Closed -$214K – 123
2023
Q4 		$214K Buy
+2,135
New +$214K 0.18% 113

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holistic Planning's SGOV Position: Q1 2024 in Review

Holistic Planning sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 2,135 shares — an estimated $214K sold.

Holistic Planning first reported a position in SGOV in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 591 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Holistic Planning reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Holistic Planning sold 2,135 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $214K.
  • Holistic Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Holistic Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $214K in Q4 2023.
  • 591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Holistic Planning's 13F filing for Q1 2024, filed 1 May 2024.