VisionPoint Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

VisionPoint Advisory Group’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	-53	Closed	-$5.31K	–	856
2023 Q4	$5.31K	Sell	53 -9,028	-99%	-$907K	﹤0.01%	481
2023 Q3	$914K	Buy	9,081 +352	+4%	+$35.4K	0.39%	70
2023 Q2	$878K	Buy	8,729 +3,112	+55%	+$312K	0.36%	70
2023 Q1	$563K	Buy	5,617 +2,742	+95%	+$275K	0.25%	77
2022 Q4	$288K	Buy	+2,875	New	+$288K	0.12%	105

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

VisionPoint Advisory Group's SGOV Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2024, closing a stake of 53 shares — an estimated $5.31K sold.

VisionPoint Advisory Group first reported a position in SGOV in Q4 2022 and held it in 5 quarters. The position peaked at $914K in Q3 2023. 591 funds tracked by Wall St. Rank hold SGOV as of Q1 2024.

VisionPoint Advisory Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 53 iShares 0-3 Month Treasury Bond ETF shares in Q1 2024, an estimated $5.31K.
VisionPoint Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
VisionPoint Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $914K in Q3 2023.
591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.