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WBI Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

WBI Investments’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 		– Sell
-7,391
Closed -$744K – 223
2024
Q1 		$744K Sell
7,391
-38,585
-84% -$3.88M 0.15% 120
2023
Q4 		$4.61M Buy
45,976
+426
+0.9% +$42.8K 0.92% 24
2023
Q3 		$4.59M Buy
45,550
+1,245
+3% +$125K 0.92% 19
2023
Q2 		$4.46M Buy
44,305
+18,186
+70% +$1.83M 0.81% 23
2023
Q1 		$2.63M Buy
+26,119
New +$2.62M 0.53% 47

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

WBI Investments's SGOV Position: Q2 2024 in Review

WBI Investments sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 7,391 shares — an estimated $744K sold.

WBI Investments first reported a position in SGOV in Q1 2023 and held it in 5 quarters. The position peaked at $4.61M in Q4 2023. 650 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • WBI Investments reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • WBI Investments sold 7,391 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $744K.
  • WBI Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
  • WBI Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $4.61M in Q4 2023.
  • 650 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on WBI Investments's 13F filing for Q2 2024, filed 30 Jul 2024.