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

LWMG LLC’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
Q3 		$419K Buy
4,161
+55
+1% +$5.53K 0.08% 66
2024
Q2 		$413K Sell
4,106
-69
-2% -$6.94K 0.09% 61
2024
Q1 		$420K Buy
4,175
+36
+0.9% +$3.62K 0.1% 58
2023
Q4 		$415K Buy
4,139
+71
+2% +$7.13K 0.1% 58
2023
Q3 		$410K Buy
4,068
+46
+1% +$4.62K 0.11% 56
2023
Q2 		$405K Buy
+4,022
New +$404K 0.11% 60

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWMG LLC's SGOV Position: Q3 2024 in Review

LWMG LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q3 2024, buying an estimated $5.53K and bringing the position to 4,161 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #66.

LWMG LLC first reported a position in SGOV in Q2 2023 and has held it in 6 quarters since. The position peaked at $420K in Q1 2024. 688 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • LWMG LLC held 4,161 shares of iShares 0-3 Month Treasury Bond ETF worth $419K as of Q3 2024.
  • LWMG LLC bought 55 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $5.53K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of LWMG LLC's portfolio in Q3 2024, its #66 holding.
  • LWMG LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • LWMG LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $420K in Q1 2024.
  • 688 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.