Ritter Daniher Financial Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ritter Daniher Financial Advisory’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 Q4	–	Sell	-1,165	Closed	-$117K	–	368
2023 Q3	$117K	Buy	+1,165	New	+$117K	0.05%	98
2022 Q4	–	Sell	-1,205	Closed	-$121K	–	305
2022 Q3	$121K	Hold	1,205	–	–	0.09%	79
2022 Q2	$121K	Buy	+1,205	New	+$121K	0.09%	78

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ritter Daniher Financial Advisory's SGOV Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 1,165 shares — an estimated $117K sold.

Ritter Daniher Financial Advisory first reported a position in SGOV in Q2 2022 and held it in 3 quarters. The position peaked at $121K in Q3 2022. 586 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

Ritter Daniher Financial Advisory reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1,165 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $117K.
Ritter Daniher Financial Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
Ritter Daniher Financial Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $121K in Q3 2022.
586 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.