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Providence Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Providence Capital 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
2024
Q2 		– Sell
-1,248
Closed -$126K – 367
2024
Q1 		$126K Hold
1,248
– – 0.03% 120
2023
Q4 		$125K Hold
1,248
– – 0.03% 124
2023
Q3 		$126K Sell
1,248
-2,873
-70% -$289K 0.03% 121
2023
Q2 		$415K Sell
4,121
-1,501
-27% -$151K 0.11% 98
2023
Q1 		$565K Buy
+5,622
New +$564K 0.15% 89
2022
Q2 		– Sell
-14
Closed -$1.4M – 432
2022
Q1 		$1.4M Buy
+14
New +$1.4K 0.34% 92

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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