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Winch Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-36,444
Closed -$3.67M – 456
2023
Q3 		$3.67M Sell
36,444
-452
-1% -$45.4K 1.35% 16
2023
Q2 		$3.71M Sell
36,896
-18
-0% -$1.81K 1.33% 16
2023
Q1 		$3.71M Buy
36,914
+303
+0.8% +$30.4K 1.44% 16
2022
Q4 		$3.67M Buy
+36,611
New +$3.67M 1.56% 16

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winch Advisory Services's SGOV Position: Q4 2023 in Review

Winch Advisory Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2023, closing a stake of 36,444 shares — an estimated $3.67M sold.

Winch Advisory Services first reported a position in SGOV in Q4 2022 and held it in 4 quarters. The position peaked at $3.71M in Q2 2023. 586 funds tracked by Wall St. Rank hold SGOV as of Q4 2023.

  • Winch Advisory Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Winch Advisory Services sold 36,444 iShares 0-3 Month Treasury Bond ETF shares in Q4 2023, an estimated $3.67M.
  • Winch Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Winch Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $3.71M in Q2 2023.
  • 586 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.