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Pariax’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pariax’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 		$5.1M Buy
50,863
+30,158
+146% +$3.03M 11.5% 3
2023
Q3 		$2.08M Buy
+20,705
New +$2.08M 6.5% 7

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

Pariax's SGOV Position: Q4 2023 in Review

Pariax increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 146% in Q4 2023, buying an estimated $3.03M and bringing the position to 50,863 shares worth $5.1M. The position accounts for 11.5% of the portfolio, ranked #3.

Pariax first reported a position in SGOV in Q3 2023 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Pariax held 50,863 shares of iShares 0-3 Month Treasury Bond ETF worth $5.1M as of Q4 2023.
  • Pariax bought 30,158 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $3.03M.
  • iShares 0-3 Month Treasury Bond ETF made up 11.5% of Pariax's portfolio in Q4 2023, its #3 holding.
  • Pariax first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 585 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Pariax's 13F filing for Q4 2023, filed 14 Feb 2024.