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Simplicity Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Simplicity Solutions’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
Q4 		$58.5M Buy
583,689
+79,066
+16% +$7.94M 1.6% 12
2023
Q3 		$50.8M Buy
504,623
+59,391
+13% +$5.97M 1.63% 11
2023
Q2 		$44.8M Sell
445,232
-2,789
-0.6% -$280K 1.22% 14
2023
Q1 		$45.1M Buy
+448,021
New +$44.9M 1.18% 15

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplicity Solutions's SGOV Position: Q4 2023 in Review

Simplicity Solutions increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q4 2023, buying an estimated $7.94M and bringing the position to 583,689 shares worth $58.5M. The position accounts for 1.6% of the portfolio, ranked #12.

Simplicity Solutions first reported a position in SGOV in Q1 2023 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Simplicity Solutions held 583,689 shares of iShares 0-3 Month Treasury Bond ETF worth $58.5M as of Q4 2023.
  • Simplicity Solutions bought 79,066 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $7.94M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.6% of Simplicity Solutions's portfolio in Q4 2023, its #12 holding.
  • Simplicity Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.