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
Download as csvQuarterly 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 |
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