Ishares 0-3 Month Treasury Bd Etf shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Ishares 0-3 Month Treasury Bd Etf
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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 63k | 100.72 |
| 2024-06-30 | $6.4M | 64k | 100.71 |
| 2024-03-31 | $5.0M | 50k | 100.72 |
| 2023-12-31 | $4.6M | 46k | 100.30 |
| 2023-09-30 | $374k | 3.7k | 100.68 |
| 2023-03-31 | $356k | 3.5k | 100.60 |
| 2022-12-31 | $755k | 7.5k | 100.15 |
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