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

MorganRosel Wealth 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
2023
Q1 		– Sell
-77,435
Closed -$7.75M – 96
2022
Q4 		$7.75M Sell
77,435
-30,937
-29% -$3.1M 3.57% 5
2022
Q3 		$10.9M Buy
+108,372
New +$10.8M 5.45% 5

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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 $1.36B AUM 15.65% 1-Year Est. Return

MorganRosel Wealth Management's SGOV Position: Q1 2023 in Review

MorganRosel Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2023, closing a stake of 77,435 shares — an estimated $7.75M sold.

MorganRosel Wealth Management first reported a position in SGOV in Q3 2022 and held it in 2 quarters. The position peaked at $10.9M in Q3 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

  • MorganRosel Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 77,435 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $7.75M.
  • MorganRosel Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • MorganRosel Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $10.9M in Q3 2022.
  • 365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on MorganRosel Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.