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Semus Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Semus Wealth Partners’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
Q2 		– Sell
-2,308
Closed -$232K – 120
2023
Q1 		$232K Sell
2,308
-205
-8% -$20.6K 0.25% 98
2022
Q4 		$252K Buy
+2,513
New +$252K 0.31% 84

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 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

Semus Wealth Partners's SGOV Position: Q2 2023 in Review

Semus Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 2,308 shares — an estimated $232K sold.

Semus Wealth Partners first reported a position in SGOV in Q4 2022 and held it in 2 quarters. The position peaked at $252K in Q4 2022. 405 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • Semus Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Semus Wealth Partners sold 2,308 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $232K.
  • Semus Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Semus Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $252K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Semus Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.