TIAM2
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Tru Independence Asset Management 2’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Tru Independence Asset Management 2’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
Q3 		$11.5M Buy
114,701
+9,605
+9% +$962K 12.22% 1
2022
Q2 		$10.5M Buy
105,096
+62,187
+145% +$6.22M 8.66% 4
2022
Q1 		$4.29M Buy
+42,909
New +$4.29M 2.47% 10

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Tru Independence Asset Management 2's SGOV Position: Q3 2022 in Review

Tru Independence Asset Management 2 increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.1% in Q3 2022, buying an estimated $962K and bringing the position to 114,701 shares worth $11.5M. The position accounts for 12.22% of the portfolio, ranked #1.

Tru Independence Asset Management 2 first reported a position in SGOV in Q1 2022 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SGOV as of Q3 2022.

  • Tru Independence Asset Management 2 held 114,701 shares of iShares 0-3 Month Treasury Bond ETF worth $11.5M as of Q3 2022.
  • Tru Independence Asset Management 2 bought 9,605 iShares 0-3 Month Treasury Bond ETF shares in Q3 2022, an estimated $962K.
  • iShares 0-3 Month Treasury Bond ETF made up 12.22% of Tru Independence Asset Management 2's portfolio in Q3 2022, its #1 holding.
  • Tru Independence Asset Management 2 first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.