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Principle Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Principle Wealth Partners’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
Q2 		– Sell
-2,504
Closed -$252K – 339
2024
Q1 		$252K Sell
2,504
-199
-7% -$20K 0.02% 306
2023
Q4 		$271K Buy
2,703
+553
+26% +$55.5K 0.02% 284
2023
Q3 		$216K Buy
+2,150
New +$216K 0.02% 301

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Principle Wealth Partners's SGOV Position: Q2 2024 in Review

Principle Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 2,504 shares — an estimated $252K sold.

Principle Wealth Partners first reported a position in SGOV in Q3 2023 and held it in 3 quarters. The position peaked at $271K in Q4 2023. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Principle Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Principle Wealth Partners sold 2,504 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $252K.
  • Principle Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • Principle Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $271K in Q4 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Principle Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.