Wellington Wealth Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wellington Wealth Strategies’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 Q4	$759K	Buy	+7,552	New	+$759K	0.69%	35

Other funds holding SGOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFMPM

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Wellington Wealth Strategies's SGOV Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024: 7,552 shares worth $759K. The stake represents 0.69% of the portfolio and ranks #35 among its holdings.

767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

Wellington Wealth Strategies held 7,552 shares of iShares 0-3 Month Treasury Bond ETF worth $759K as of Q4 2024.
iShares 0-3 Month Treasury Bond ETF was a new Wellington Wealth Strategies position in Q4 2024.
iShares 0-3 Month Treasury Bond ETF made up 0.69% of Wellington Wealth Strategies's portfolio in Q4 2024, its #35 holding.
767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.