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

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 38k 100.72
2024-06-30 $19M 193k 100.71
2024-03-31 $17M 171k 100.71
2023-12-31 $2.3M 23k 100.27

More positions owned by Concurrent Investment Advisors

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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Raymond James & Associates
Partners Capital Investment Group
Equity Investment Corp Acquisition
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Stuart Chaussee & Associates
Lake Street Advisors Group
Envestnet Asset Management
Woodley Farra Manion Portfolio Management
HPM Partners
Confluence Investment Management
Captrust Financial Advisors

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