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

Safeguard Financial’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
Q3 		– Sell
-1,531
Closed -$154K – 465
2023
Q2 		$154K Buy
+1,531
New +$154K 0.07% 78

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Safeguard Financial's SGOV Position: Q3 2023 in Review

Safeguard Financial sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2023, closing a stake of 1,531 shares — an estimated $154K sold.

Safeguard Financial first reported a position in SGOV in Q2 2023 and held it in 1 quarter. The position peaked at $154K in Q2 2023. 503 funds tracked by Wall St. Rank hold SGOV as of Q3 2023.

  • Safeguard Financial reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,531 iShares 0-3 Month Treasury Bond ETF shares in Q3 2023, an estimated $154K.
  • Safeguard Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $154K in Q2 2023.
  • 503 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.