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Psagot Value Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-28,356
Closed -$2.84M – 593
2022
Q4 		$2.84M Buy
28,356
+28,200
+18,077% +$2.83M 0.84% 37
2022
Q3 		$16K Buy
+156
New +$15.6K ﹤0.01% 297

Other funds holding SGOV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Psagot Value Holdings's SGOV Position: Q1 2023 in Review

Psagot Value Holdings sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2023, closing a stake of 28,356 shares — an estimated $2.84M sold.

Psagot Value Holdings first reported a position in SGOV in Q3 2022 and held it in 2 quarters. The position peaked at $2.84M in Q4 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

  • Psagot Value Holdings reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 28,356 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $2.84M.
  • Psagot Value Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Psagot Value Holdings's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q4 2022.
  • 365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.