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J.M. Forbes & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

J.M. Forbes & Co’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
-2,266
Closed -$227K – 132
2023
Q4 		$227K Hold
2,266
– – 0.03% 125
2023
Q3 		$228K Hold
2,266
– – 0.03% 121
2023
Q2 		$228K Buy
+2,266
New +$228K 0.03% 120

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J.M. Forbes & Co's SGOV Position: Q1 2024 in Review

J.M. Forbes & Co sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 2,266 shares — an estimated $227K sold.

J.M. Forbes & Co first reported a position in SGOV in Q2 2023 and held it in 3 quarters. The position peaked at $228K in Q3 2023. 592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • J.M. Forbes & Co reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • J.M. Forbes & Co sold 2,266 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $227K.
  • J.M. Forbes & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • J.M. Forbes & Co's iShares 0-3 Month Treasury Bond ETF position peaked at $228K in Q3 2023.
  • 592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on J.M. Forbes & Co's 13F filing for Q1 2024, filed 11 Apr 2024.