Ironwood Wealth Management (Arizona)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ironwood Wealth Management (Arizona)’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
2023 Q2	–	Sell	-136	Closed	-$13.7K	–	44
2023 Q1	$13.7K	Sell	136 -3,146	-96%	-$316K	0.01%	40
2022 Q4	$329K	Sell	3,282 -167,367	-98%	-$16.8M	0.14%	31
2022 Q3	$17.1M	Hold	170,649	–	–	7.64%	6
2022 Q2	$17.1M	Sell	170,649 -192,905	-53%	-$19.3M	7.64%	6
2022 Q1	$36.4M	Sell	363,554 -69,164	-16%	-$6.92M	14.94%	3
2021 Q4	$43.3M	Buy	432,718 +39,252	+10%	+$3.93M	18.88%	3
2021 Q3	$39.4M	Buy	393,466 +283,237	+257%	+$28.3M	18.53%	2
2021 Q2	$11M	Buy	+110,229	New	+$11M	6.36%	5

Other funds holding SGOV

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SGOV Position: Q2 2023 in Review

Ironwood Wealth Management (Arizona) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 136 shares — an estimated $13.7K sold.

Ironwood Wealth Management (Arizona) first reported a position in SGOV in Q2 2021 and held it in 8 quarters. The position peaked at $43.3M in Q4 2021. 405 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

Ironwood Wealth Management (Arizona) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 136 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $13.7K.
Ironwood Wealth Management (Arizona) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2021 and held it in 8 quarters.
Ironwood Wealth Management (Arizona)'s iShares 0-3 Month Treasury Bond ETF position peaked at $43.3M in Q4 2021.
405 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2023, filed 8 Aug 2023.