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Shorepoint Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Shorepoint Capital 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
2024
Q2 		– Sell
-2,510
Closed -$253K – 103
2024
Q1 		$253K Sell
2,510
-252,922
-99% -$25.4M 0.06% 92
2023
Q4 		$25.6M Buy
+255,432
New +$25.7M 6.87% 1
2023
Q3 		– Hold
0
– – – 1

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Shorepoint Capital Partners's SGOV Position: Q2 2024 in Review

Shorepoint Capital Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 2,510 shares — an estimated $253K sold.

Shorepoint Capital Partners first reported a position in SGOV in Q4 2023 and held it in 2 quarters. The position peaked at $25.6M in Q4 2023. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Shorepoint Capital Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Shorepoint Capital Partners sold 2,510 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $253K.
  • Shorepoint Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Shorepoint Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $25.6M in Q4 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Shorepoint Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.