Principal Financial Group
SGOV icon

Principal Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Principal Financial Group’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 		– Sell
-28,505
Closed -$2.87M – 2388
2024
Q2 		$2.87M Sell
28,505
-4,011
-12% -$403K ﹤0.01% 1700
2024
Q1 		$3.27M Hold
32,516
– – ﹤0.01% 1699
2023
Q4 		$3.26M Sell
32,516
-53,662
-62% -$5.39M ﹤0.01% 1686
2023
Q3 		$8.68M Buy
+86,178
New +$8.66M 0.01% 1308

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

Principal Financial Group's SGOV Position: Q3 2024 in Review

Principal Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2024, closing a stake of 28,505 shares — an estimated $2.87M sold.

Principal Financial Group first reported a position in SGOV in Q3 2023 and held it in 4 quarters. The position peaked at $8.68M in Q3 2023. 688 funds tracked by Wall St. Rank hold SGOV as of Q3 2024.

  • Principal Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 28,505 iShares 0-3 Month Treasury Bond ETF shares in Q3 2024, an estimated $2.87M.
  • Principal Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
  • Principal Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $8.68M in Q3 2023.
  • 688 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.