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

MBM Wealth Consultants’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	–	Sell	-62,116	Closed	-$6.24M	–	110
2024 Q2	$6.24M	Sell	62,116 -9,176	-13%	-$922K	2.13%	12
2024 Q1	$7.18M	Buy	71,292 +2,206	+3%	+$222K	2.53%	12
2023 Q4	$6.96M	Buy	69,086 +11,750	+20%	+$1.18M	2.6%	12
2023 Q3	$5.76M	Buy	+57,336	New	+$5.76M	2.5%	12

Other funds holding SGOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MBM Wealth Consultants's SGOV Position: Q3 2024 in Review

MBM Wealth Consultants sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2024, closing a stake of 62,116 shares — an estimated $6.24M sold.

MBM Wealth Consultants first reported a position in SGOV in Q3 2023 and held it in 4 quarters. The position peaked at $7.18M in Q1 2024. 688 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

MBM Wealth Consultants reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
MBM Wealth Consultants sold 62,116 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $6.24M.
MBM Wealth Consultants first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
MBM Wealth Consultants's iShares 0-3 Month Treasury Bond ETF position peaked at $7.18M in Q1 2024.
688 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on MBM Wealth Consultants's 13F filing for Q3 2024, filed 7 Oct 2024.