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

Prevail Innovative 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
2023
Q3 		– Sell
-2,195
Closed -$221K – 152
2023
Q2 		$221K Buy
+2,195
New +$220K 0.12% 96

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LPL Financial
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Cerity Partners
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SGOV Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2023, closing a stake of 2,195 shares — an estimated $221K sold.

Prevail Innovative Wealth Advisors first reported a position in SGOV in Q2 2023 and held it in 1 quarter. The position peaked at $221K in Q2 2023. 503 funds tracked by Wall St. Rank hold SGOV as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 2,195 iShares 0-3 Month Treasury Bond ETF shares in Q3 2023, an estimated $221K.
  • Prevail Innovative Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $221K in Q2 2023.
  • 503 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.