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Steward Partners Investment Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Steward Partners Investment 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
2024
Q1 		$3.36M Buy
+33,349
New +$3.35M 0.57% 42

Other funds holding SGOV

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Solutions's SGOV Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024: 33,349 shares worth $3.36M. The stake represents 0.57% of the portfolio and ranks #42 among its holdings.

592 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

  • Steward Partners Investment Solutions held 33,349 shares of iShares 0-3 Month Treasury Bond ETF worth $3.36M as of Q1 2024.
  • iShares 0-3 Month Treasury Bond ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • iShares 0-3 Month Treasury Bond ETF made up 0.57% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #42 holding.
  • 592 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.