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Private Capital Management (Colorado)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Private Capital Management (Colorado)’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
-579
Closed -$58.3K – 266
2024
Q1 		$58.3K Buy
+579
New +$58.2K 0.01% 183

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Royal Bank of Canada
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PCIG
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NP
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EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 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 $6.4B AUM 9.79% 1-Year Est. Return

Private Capital Management (Colorado)'s SGOV Position: Q2 2024 in Review

Private Capital Management (Colorado) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 579 shares — an estimated $58.3K sold.

Private Capital Management (Colorado) first reported a position in SGOV in Q1 2024 and held it in 1 quarter. The position peaked at $58.3K in Q1 2024. 647 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Private Capital Management (Colorado) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 579 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $58.3K.
  • Private Capital Management (Colorado) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s iShares 0-3 Month Treasury Bond ETF position peaked at $58.3K in Q1 2024.
  • 647 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2024, filed 18 Jul 2024.