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

Wintrust 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
Q4 		$502K Buy
5,006
+2,117
+73% +$213K 0.44% 42
2024
Q3 		$291K Buy
+2,889
New +$290K 0.22% 82

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wintrust Investments's SGOV Position: Q4 2024 in Review

Wintrust Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 73% in Q4 2024, buying an estimated $213K and bringing the position to 5,006 shares worth $502K. The position accounts for 0.44% of the portfolio, ranked #42.

Wintrust Investments first reported a position in SGOV in Q3 2024 and has held it in 2 quarters since. 770 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Wintrust Investments held 5,006 shares of iShares 0-3 Month Treasury Bond ETF worth $502K as of Q4 2024.
  • Wintrust Investments bought 2,117 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $213K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.44% of Wintrust Investments's portfolio in Q4 2024, its #42 holding.
  • Wintrust Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.