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Koss-Olinger Consulting’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-600,876
Closed -$60.2M – 268
2022
Q4 		$60.2M Buy
600,876
+30,271
+5% +$3.03M 8.65% 2
2022
Q3 		$57.2M Buy
570,605
+1,664
+0.3% +$167K 9.73% 2
2022
Q2 		$57M Buy
+568,941
New +$56.9M 10.39% 3

Other funds holding SGOV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Koss-Olinger Consulting's SGOV Position: Q1 2023 in Review

Koss-Olinger Consulting sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2023, closing a stake of 600,876 shares — an estimated $60.2M sold.

Koss-Olinger Consulting first reported a position in SGOV in Q2 2022 and held it in 3 quarters. The position peaked at $60.2M in Q4 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

  • Koss-Olinger Consulting reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 600,876 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $60.2M.
  • Koss-Olinger Consulting first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
  • Koss-Olinger Consulting's iShares 0-3 Month Treasury Bond ETF position peaked at $60.2M in Q4 2022.
  • 365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on Koss-Olinger Consulting's 13F filing for Q1 2023, filed 12 May 2023.