SFA
SGOV icon

Source Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Source Financial 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
2024
Q2 		– Sell
-2,336
Closed -$235K – 121
2024
Q1 		$235K Buy
2,336
+8
+0.3% +$804 0.07% 108
2023
Q4 		$233K Buy
+2,328
New +$234K 0.07% 116

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Source Financial Advisors's SGOV Position: Q2 2024 in Review

Source Financial Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 2,336 shares — an estimated $235K sold.

Source Financial Advisors first reported a position in SGOV in Q4 2023 and held it in 2 quarters. The position peaked at $235K in Q1 2024. 647 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Source Financial Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Source Financial Advisors sold 2,336 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $235K.
  • Source Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Source Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $235K in Q1 2024.
  • 647 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Source Financial Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.