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Planning Capital Management Corporation’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Planning Capital Management Corporation’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
Q3 		$17.3K Buy
172
+1
+0.6% +$101 0.01% 328
2024
Q2 		$17.2K Sell
171
-106
-38% -$10.7K 0.01% 314
2024
Q1 		$27.9K Sell
277
-1,111
-80% -$112K 0.02% 239
2023
Q4 		$139K Buy
+1,388
New +$139K 0.11% 107

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Planning Capital Management Corporation's SGOV Position: Q3 2024 in Review

Planning Capital Management Corporation increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.58% in Q3 2024, buying an estimated $101 and bringing the position to 172 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #328.

Planning Capital Management Corporation first reported a position in SGOV in Q4 2023 and has held it in 4 quarters since. The position peaked at $139K in Q4 2023. 689 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • Planning Capital Management Corporation held 172 shares of iShares 0-3 Month Treasury Bond ETF worth $17.3K as of Q3 2024.
  • Planning Capital Management Corporation bought 1 iShares 0-3 Month Treasury Bond ETF share in Q3 2024, an estimated $101.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #328 holding.
  • Planning Capital Management Corporation first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's iShares 0-3 Month Treasury Bond ETF position peaked at $139K in Q4 2023.
  • 689 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.