1858 Wealth Management »

Ishares 0-3 Month Treasury Bd Etf shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in Ishares 0-3 Month Treasury Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $278k 2.8k 100.69
2025-03-31 $338k 3.4k 100.67
2024-12-31 $305k 3.0k 100.32
2024-09-30 $234k 2.3k 100.72
2024-03-31 $883k 8.8k 100.27

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Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
Morgan Stanley
LPL Financial
Raymond James Financial
Confluence Investment Management
GM Advisory
Advisor Group Holdings
Jpmorgan Chase & Co
UBS Group
Cetera Investment Advisers
Ameriprise Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Atlantic Trust

View all funds holding Ishares 0-3 Month Treasury Bd Etf