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Vantage Financial Partners (Illinois)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$6.95M Buy
+69,002
New +$6.94M 1.73% 20

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LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s SGOV Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024: 69,002 shares worth $6.95M. The stake represents 1.73% of the portfolio and ranks #20 among its holdings.

648 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 69,002 shares of iShares 0-3 Month Treasury Bond ETF worth $6.95M as of Q2 2024.
  • iShares 0-3 Month Treasury Bond ETF was a new Vantage Financial Partners (Illinois) position in Q2 2024.
  • iShares 0-3 Month Treasury Bond ETF made up 1.73% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #20 holding.
  • 648 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.