Householder Group Estate & Retirement Specialist’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Householder Group Estate & Retirement Specialist’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	-113	Closed	-$11K	–	1101
2024 Q3	$11K	Hold	113	–	–	﹤0.01%	799
2024 Q2	$11K	Hold	113	–	–	﹤0.01%	803
2024 Q1	$11.4K	Sell	113 -18	-14%	-$1.81K	﹤0.01%	787
2023 Q4	$13K	Sell	131 -72	-35%	-$7.23K	﹤0.01%	711
2023 Q3	$20.4K	Buy	+203	New	+$20.4K	0.01%	639
2023 Q1	$14K	Buy	+144	New	+$14.4K	0.01%	724
2022 Q4	–	Sell	-323	Closed	-$32K	–	981
2022 Q3	$32K	Buy	+323	New	+$32.3K	0.01%	487

Other funds holding SGOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SGOV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 113 shares — an estimated $11K sold.

Householder Group Estate & Retirement Specialist first reported a position in SGOV in Q3 2022 and held it in 7 quarters. The position peaked at $32K in Q3 2022. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 113 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $11K.
Householder Group Estate & Retirement Specialist first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares 0-3 Month Treasury Bond ETF position peaked at $32K in Q3 2022.
767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.