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Stokes Family Office’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stokes Family Office’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 		– Sell
-7,667
Closed -$772K – 317
2023
Q3 		$772K Sell
7,667
-46,248
-86% -$4.65M 0.09% 149
2023
Q2 		$5.43M Buy
53,915
+3,050
+6% +$306K 0.63% 33
2023
Q1 		$5.12M Buy
+50,865
New +$5.1M 0.64% 33

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

Stokes Family Office's SGOV Position: Q4 2023 in Review

Stokes Family Office sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 7,667 shares — an estimated $772K sold.

Stokes Family Office first reported a position in SGOV in Q1 2023 and held it in 3 quarters. The position peaked at $5.43M in Q2 2023. 584 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Stokes Family Office reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 7,667 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $772K.
  • Stokes Family Office first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • Stokes Family Office's iShares 0-3 Month Treasury Bond ETF position peaked at $5.43M in Q2 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.