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

RFP 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
Q4 		– Sell
-2,285
Closed -$230K – 118
2024
Q3 		$230K Sell
2,285
-3,878
-63% -$390K 0.08% 86
2024
Q2 		$621K Sell
6,163
-18,829
-75% -$1.89M 0.23% 56
2024
Q1 		$2.52M Buy
24,992
+19,992
+400% +$2.01M 0.98% 18
2023
Q4 		$501K Buy
+5,000
New +$502K 0.21% 58

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RFP Financial Group's SGOV Position: Q4 2024 in Review

RFP Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 2,285 shares — an estimated $230K sold.

RFP Financial Group first reported a position in SGOV in Q4 2023 and held it in 4 quarters. The position peaked at $2.52M in Q1 2024. 770 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • RFP Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • RFP Financial Group sold 2,285 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $230K.
  • RFP Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • RFP Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.52M in Q1 2024.
  • 770 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on RFP Financial Group's 13F filing for Q4 2024, filed 28 Jan 2025.