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McKinley Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

McKinley Capital Management’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
Q2 		$1.16M Buy
11,536
+2,847
+33% +$286K 0.2% 81
2024
Q1 		$875K Buy
8,689
+25
+0.3% +$2.51K 0.11% 136
2023
Q4 		$869K Buy
8,664
+115
+1% +$11.5K 0.11% 126
2023
Q3 		$861K Buy
8,549
+3,104
+57% +$312K 0.12% 130
2023
Q2 		$548K Hold
5,445
– – 0.07% 151
2023
Q1 		$548K Buy
+5,445
New +$546K 0.07% 152

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

McKinley Capital Management's SGOV Position: Q2 2024 in Review

McKinley Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q2 2024, buying an estimated $286K and bringing the position to 11,536 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #81.

McKinley Capital Management first reported a position in SGOV in Q1 2023 and has held it in 6 quarters since. 647 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • McKinley Capital Management held 11,536 shares of iShares 0-3 Month Treasury Bond ETF worth $1.16M as of Q2 2024.
  • McKinley Capital Management bought 2,847 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $286K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.2% of McKinley Capital Management's portfolio in Q2 2024, its #81 holding.
  • McKinley Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 6 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.