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

HoyleCohen’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
Q2 		$721K Sell
7,162
-45,504
-86% -$4.57M 0.05% 159
2024
Q1 		$5.3M Buy
52,666
+29,344
+126% +$2.95M 0.4% 67
2023
Q4 		$2.34M Buy
+23,322
New +$2.34M 0.19% 101

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HoyleCohen's SGOV Position: Q2 2024 in Review

HoyleCohen reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 86% in Q2 2024, selling an estimated $4.57M and leaving 7,162 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #159.

HoyleCohen first reported a position in SGOV in Q4 2023 and has held it in 3 quarters since. The position peaked at $5.3M in Q1 2024. 647 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • HoyleCohen held 7,162 shares of iShares 0-3 Month Treasury Bond ETF worth $721K as of Q2 2024.
  • HoyleCohen sold 45,504 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $4.57M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of HoyleCohen's portfolio in Q2 2024, its #159 holding.
  • HoyleCohen first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • HoyleCohen's iShares 0-3 Month Treasury Bond ETF position peaked at $5.3M in Q1 2024.
  • 647 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.