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

Outlook Wealth 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
2024 Q2	–	Sell	-12,383	Closed	-$1.25M	–	289
2024 Q1	$1.25M	Sell	12,383 -8,645	-41%	-$869K	0.39%	52
2023 Q4	$2.11M	Sell	21,028 -11,630	-36%	-$1.17M	0.74%	29
2023 Q3	$3.29M	Buy	32,658 +23,315	+250%	+$2.34M	1.26%	18
2023 Q2	$940K	Sell	9,343 -31,769	-77%	-$3.19M	0.36%	64
2023 Q1	$4.13M	Sell	41,112 -44,905	-52%	-$4.5M	1.84%	11
2022 Q4	$8.61M	Buy	+86,017	New	+$8.62M	4.09%	4

Other funds holding SGOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 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

Outlook Wealth Advisors's SGOV Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 12,383 shares — an estimated $1.25M sold.

Outlook Wealth Advisors first reported a position in SGOV in Q4 2022 and held it in 6 quarters. The position peaked at $8.61M in Q4 2022. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

Outlook Wealth Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 12,383 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $1.25M.
Outlook Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
Outlook Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $8.61M in Q4 2022.
650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.