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SeaBridge Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SeaBridge Investment Advisors’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
2022
Q4 		– Sell
-53,370
Closed -$5.35M – 135
2022
Q3 		$5.35M Sell
53,370
-63,241
-54% -$6.33M 1.87% 8
2022
Q2 		$11.7M Buy
+116,611
New +$11.7M 3.75% 2

Other funds holding SGOV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

SeaBridge Investment Advisors's SGOV Position: Q4 2022 in Review

SeaBridge Investment Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2022, closing a stake of 53,370 shares — an estimated $5.35M sold.

SeaBridge Investment Advisors first reported a position in SGOV in Q2 2022 and held it in 2 quarters. The position peaked at $11.7M in Q2 2022. 272 funds tracked by Wall St. Rank hold SGOV as of Q4 2022.

  • SeaBridge Investment Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 53,370 iShares 0-3 Month Treasury Bond ETF shares in Q4 2022, an estimated $5.35M.
  • SeaBridge Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • SeaBridge Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $11.7M in Q2 2022.
  • 272 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2022.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.