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

Tarbox 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
Q1 		– Sell
-2,000
Closed -$200K – 100
2022
Q4 		$200K Buy
+2,000
New +$200K 0.04% 93

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3AM
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Neuberger Berman Group
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Jane Street
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Tarbox Family Office's SGOV Position: Q1 2023 in Review

Tarbox Family Office sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2023, closing a stake of 2,000 shares — an estimated $200K sold.

Tarbox Family Office first reported a position in SGOV in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

  • Tarbox Family Office reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tarbox Family Office sold 2,000 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $200K.
  • Tarbox Family Office first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Tarbox Family Office's iShares 0-3 Month Treasury Bond ETF position peaked at $200K in Q4 2022.
  • 365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on Tarbox Family Office's 13F filing for Q1 2023, filed 11 Apr 2023.