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

TCWP’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
2022
Q2 		– Sell
-250
Closed -$25K – 1474
2022
Q1 		$25K Buy
+250
New +$25K ﹤0.01% 641

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

TCWP's SGOV Position: Q2 2022 in Review

TCWP sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2022, closing a stake of 250 shares — an estimated $25K sold.

TCWP first reported a position in SGOV in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 152 funds tracked by Wall St. Rank hold SGOV as of Q2 2022.

  • TCWP reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 250 iShares 0-3 Month Treasury Bond ETF shares in Q2 2022, an estimated $25K.
  • TCWP first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's iShares 0-3 Month Treasury Bond ETF position peaked at $25K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.