Upper Left Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Upper Left Wealth Management’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
2024 Q1	–	Sell	-3,016	Closed	-$302K	–	64
2023 Q4	$302K	Sell	3,016 -24	-0.8%	-$2.41K	0.3%	58
2023 Q3	$306K	Sell	3,040 -7	-0.2%	-$703	0.32%	53
2023 Q2	$307K	Sell	3,047 -7	-0.2%	-$703	0.34%	50
2023 Q1	$307K	Buy	+3,054	New	+$306K	0.35%	49

Other funds holding SGOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Upper Left Wealth Management's SGOV Position: Q1 2024 in Review

Upper Left Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 3,016 shares — an estimated $302K sold.

Upper Left Wealth Management first reported a position in SGOV in Q1 2023 and held it in 4 quarters. The position peaked at $307K in Q1 2023. 591 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

Upper Left Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Upper Left Wealth Management sold 3,016 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $302K.
Upper Left Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 4 quarters.
Upper Left Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $307K in Q1 2023.
591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on Upper Left Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.