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

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

Historical chart of Castle Rock 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 Castle Rock 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 Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 116k 100.37
2023-09-30 $10M 101k 100.37
2023-06-30 $9.3M 93k 100.27
2023-03-31 $1.9M 19k 100.28

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
Chevron Corporation (CVX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
Neuberger Berman Group
Global Assets Advisory
Equity Investment Corp Acquisition
AE Wealth Management
Captrust Financial Advisors
UBS Group
GM Advisory
Raymond James & Associates
Lee Johnson Capital Management
HPM Partners
Advisor Group Holdings
ESG Planning
NorthRock Partners
Jpmorgan Chase & Co

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