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Vident Investment Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-2,277
Closed -$229K – 869
2023
Q2 		$229K Sell
2,277
-296
-12% -$29.7K 0.01% 997
2023
Q1 		$259K Buy
+2,573
New +$258K 0.01% 1008

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vident Investment Advisory's SGOV Position: Q3 2023 in Review

Vident Investment Advisory sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2023, closing a stake of 2,277 shares — an estimated $229K sold.

Vident Investment Advisory first reported a position in SGOV in Q1 2023 and held it in 2 quarters. The position peaked at $259K in Q1 2023. 503 funds tracked by Wall St. Rank hold SGOV as of Q3 2023.

  • Vident Investment Advisory reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 2,277 iShares 0-3 Month Treasury Bond ETF shares in Q3 2023, an estimated $229K.
  • Vident Investment Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Vident Investment Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $259K in Q1 2023.
  • 503 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.