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Ishares 0-3 Month Treasury Bd Etf shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management 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 Focused Wealth Management 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 291k 100.27
2023-09-30 $26M 262k 100.67

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
Neuberger Berman Group
Global Assets Advisory
Equity Investment Corp Acquisition
AE Wealth Management
Captrust Financial Advisors
UBS Group
GM Advisory
Raymond James & Associates
Lee Johnson Capital Management
HPM Partners
Advisor Group Holdings
ESG Planning
NorthRock Partners
Jpmorgan Chase & Co

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