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Madrona Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Madrona Financial Services’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
Q3 		– Sell
-40,323
Closed -$4.06M – 98
2023
Q2 		$4.06M Sell
40,323
-8,705
-18% -$874K 1.98% 15
2023
Q1 		$4.93M Buy
49,028
+1,432
+3% +$144K 2.65% 12
2022
Q4 		$4.77M Buy
+47,596
New +$4.77M 2.73% 13

Other funds holding SGOV

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Madrona Financial Services's SGOV Position: Q3 2023 in Review

Madrona Financial Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2023, closing a stake of 40,323 shares — an estimated $4.06M sold.

Madrona Financial Services first reported a position in SGOV in Q4 2022 and held it in 3 quarters. The position peaked at $4.93M in Q1 2023. 504 funds tracked by Wall St. Rank hold SGOV as of Q3 2023.

  • Madrona Financial Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Madrona Financial Services sold 40,323 iShares 0-3 Month Treasury Bond ETF shares in Q3 2023, an estimated $4.06M.
  • Madrona Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Madrona Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $4.93M in Q1 2023.
  • 504 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2023.

Based on Madrona Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.