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Pacific Edge Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pacific Edge 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
2021
Q3 		$5M Buy
+50,000
New +$5M 2.43% 13

Other funds holding SGOV

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Pacific Edge Advisors's SGOV Position: Q3 2021 in Review

Pacific Edge Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2021: 50,000 shares worth $5M. The stake represents 2.43% of the portfolio and ranks #13 among its holdings.

37 funds tracked by Wall St. Rank hold SGOV as of Q3 2021.

  • Pacific Edge Advisors held 50,000 shares of iShares 0-3 Month Treasury Bond ETF worth $5M as of Q3 2021.
  • iShares 0-3 Month Treasury Bond ETF was a new Pacific Edge Advisors position in Q3 2021.
  • iShares 0-3 Month Treasury Bond ETF made up 2.43% of Pacific Edge Advisors's portfolio in Q3 2021, its #13 holding.
  • 37 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.