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Ishares 0-3 Month Treasury Bd Etf shares owned by Claro Advisors

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

Historical chart of Claro Advisors 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 Claro Advisors 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 29k 100.70
2025-06-30 $2.1M 21k 100.69
2025-03-31 $1.9M 19k 100.67
2024-12-31 $218k 2.2k 100.30
2024-09-30 $242k 2.4k 100.74
2024-06-30 $355k 3.5k 100.71
2024-03-31 $268k 2.7k 100.70
2023-12-31 $949k 9.5k 100.27

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Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
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Ishares Tr Core Total Usd (IUSB)
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Meta Platforms Cl A (META)

View all positions for Claro Advisors

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