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

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

Historical chart of Elevate Capital 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 Elevate Capital 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 Elevate Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 33k 100.70
2025-06-30 $2.9M 29k 100.69
2025-03-31 $2.0M 20k 100.67
2024-12-31 $1.4M 14k 100.32

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Automatic Data Processing (ADP)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
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View all positions for Elevate Capital 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