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Wealth Management Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealth Management Solutions’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
Q2 		– Sell
-4,788
Closed -$482K – 91
2023
Q1 		$482K Buy
4,788
+23
+0.5% +$2.31K 0.28% 38
2022
Q4 		$477K Buy
4,765
+1,157
+32% +$116K 0.25% 48
2022
Q3 		$362K Buy
+3,608
New +$361K 0.21% 50

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 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

Wealth Management Solutions's SGOV Position: Q2 2023 in Review

Wealth Management Solutions sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 4,788 shares — an estimated $482K sold.

Wealth Management Solutions first reported a position in SGOV in Q3 2022 and held it in 3 quarters. The position peaked at $482K in Q1 2023. 405 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • Wealth Management Solutions reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 4,788 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $482K.
  • Wealth Management Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Wealth Management Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $482K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Wealth Management Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.