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Ishares 0-3 Month Treasury Bd Etf shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 25k 100.38
2025-09-30 $2.7M 27k 100.70
2025-06-30 $1.8M 18k 100.69
2024-09-30 $2.5k 25 100.72
2024-06-30 $2.5k 25 100.72
2024-03-31 $2.5k 25 100.72
2023-12-31 $2.9k 29 100.28