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Ten Capital Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ten Capital Wealth 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
2023
Q2 		$461K Buy
4,586
+870
+23% +$87.4K 0.13% 62
2023
Q1 		$374K Buy
3,716
+3,413
+1,126% +$342K 0.12% 57
2022
Q4 		$30.3K Buy
+303
New +$30.4K 0.01% 224

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ten Capital Wealth Advisors's SGOV Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2023, buying an estimated $87.4K and bringing the position to 4,586 shares worth $461K. The position accounts for 0.13% of the portfolio, ranked #62.

Ten Capital Wealth Advisors first reported a position in SGOV in Q4 2022 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • Ten Capital Wealth Advisors held 4,586 shares of iShares 0-3 Month Treasury Bond ETF worth $461K as of Q2 2023.
  • Ten Capital Wealth Advisors bought 870 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $87.4K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.13% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #62 holding.
  • Ten Capital Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.