MBL Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MBL Wealth’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	-12,143	Closed	-$1.22M	–	178
2022 Q4	$1.22M	Sell	12,143 -69,836	-85%	-$7M	0.23%	59
2022 Q3	$8.22M	Buy	81,979 +3,717	+5%	+$372K	1.77%	14
2022 Q2	$7.84M	Buy	78,262 +10,664	+16%	+$1.07M	1.95%	13
2022 Q1	$6.76M	Buy	+67,598	New	+$6.76M	1.65%	15

Other funds holding SGOV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

MBL Wealth's SGOV Position: Q1 2023 in Review

MBL Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2023, closing a stake of 12,143 shares — an estimated $1.22M sold.

MBL Wealth first reported a position in SGOV in Q1 2022 and held it in 4 quarters. The position peaked at $8.22M in Q3 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

MBL Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
MBL Wealth sold 12,143 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $1.22M.
MBL Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
MBL Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $8.22M in Q3 2022.
365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on MBL Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.