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Sanders Morris Harris’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sanders Morris Harris’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
-2,129
Closed -$214K – 311
2024
Q3 		$214K Hold
2,129
– – 0.04% 251
2024
Q2 		$214K Buy
+2,129
New +$214K 0.04% 244
2023
Q4 		– Sell
-2,815
Closed -$283K – 240
2023
Q3 		$283K Buy
+2,815
New +$283K 0.06% 198

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 $5.97B AUM 5.11% 1-Year Est. Return

Sanders Morris Harris's SGOV Position: Q4 2024 in Review

Sanders Morris Harris sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 2,129 shares — an estimated $214K sold.

Sanders Morris Harris first reported a position in SGOV in Q3 2023 and held it in 3 quarters. The position peaked at $283K in Q3 2023. 770 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Sanders Morris Harris reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sanders Morris Harris sold 2,129 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $214K.
  • Sanders Morris Harris first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • Sanders Morris Harris's iShares 0-3 Month Treasury Bond ETF position peaked at $283K in Q3 2023.
  • 770 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.