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TrustCore Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

TrustCore Financial Services’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
Q4 		$73.9K Sell
738
-9
-1% -$902 0.01% 392
2022
Q3 		$75K Buy
747
+738
+8,200% +$73.9K 0.01% 381
2022
Q2 		$1K Buy
+9
New +$900 ﹤0.01% 1000

Other funds holding SGOV

ETC
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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
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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

TrustCore Financial Services's SGOV Position: Q4 2022 in Review

TrustCore Financial Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.2% in Q4 2022, selling an estimated $902 and leaving 738 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #392.

TrustCore Financial Services first reported a position in SGOV in Q2 2022 and has held it in 3 quarters since. The position peaked at $75K in Q3 2022. 272 funds tracked by Wall St. Rank hold SGOV as of Q4 2022.

  • TrustCore Financial Services held 738 shares of iShares 0-3 Month Treasury Bond ETF worth $73.9K as of Q4 2022.
  • TrustCore Financial Services sold 9 iShares 0-3 Month Treasury Bond ETF shares in Q4 2022, an estimated $902.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #392 holding.
  • TrustCore Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • TrustCore Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $75K in Q3 2022.
  • 272 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.