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

Wallace 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
2023
Q3 		– Sell
-47,783
Closed -$4.81M – 186
2023
Q2 		$4.81M Hold
47,783
– – 3.66% 3
2023
Q1 		$4.81M Buy
47,783
+1,150
+2% +$115K 3.66% 3
2022
Q4 		$4.67M Buy
+46,633
New +$4.67M 3.69% 4

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

Wallace Advisory Group's SGOV Position: Q3 2023 in Review

Wallace Advisory Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2023, closing a stake of 47,783 shares — an estimated $4.81M sold.

Wallace Advisory Group first reported a position in SGOV in Q4 2022 and held it in 3 quarters. The position peaked at $4.81M in Q2 2023. 503 funds tracked by Wall St. Rank hold SGOV as of Q3 2023.

  • Wallace Advisory Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 47,783 iShares 0-3 Month Treasury Bond ETF shares in Q3 2023, an estimated $4.81M.
  • Wallace Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Wallace Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $4.81M in Q2 2023.
  • 503 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2023.

Based on Wallace Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.