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Optimum Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-11
Closed -$1.11K – 708
2023
Q3 		$1.11K Buy
+11
New +$1.1K ﹤0.01% 667

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optimum Investment Advisors's SGOV Position: Q4 2023 in Review

Optimum Investment Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 11 shares — an estimated $1.11K sold.

Optimum Investment Advisors first reported a position in SGOV in Q3 2023 and held it in 1 quarter. The position peaked at $1.11K in Q3 2023. 584 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Optimum Investment Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 11 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $1.11K.
  • Optimum Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • Optimum Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.11K in Q3 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.