IGWM
SGOV icon

ICA Group Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

ICA Group Wealth Management’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 		– Sell
-6,769
Closed -$682K – 1229
2024
Q1 		$682K Sell
6,769
-820
-11% -$82.4K 0.14% 140
2023
Q4 		$761K Buy
+7,589
New +$762K 0.17% 111
2023
Q3 		– Sell
-498
Closed -$50.1K – 1047
2023
Q2 		$50.1K Buy
+498
New +$50K 0.01% 492

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

ICA Group Wealth Management's SGOV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 6,769 shares — an estimated $682K sold.

ICA Group Wealth Management first reported a position in SGOV in Q2 2023 and held it in 3 quarters. The position peaked at $761K in Q4 2023. 647 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 6,769 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $682K.
  • ICA Group Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $761K in Q4 2023.
  • 647 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.