LWM Advisory Services »

Ishares 0-3 Month Treasury Bd Etf shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services 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 LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 21k 100.27
2023-09-30 $2.3M 23k 100.67
2023-06-30 $1.8M 18k 100.63
2023-03-31 $2.5M 25k 100.58
2022-12-31 $1.9M 19k 100.14

More positions owned by LWM Advisory Services

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amazon (AMZN)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
FactSet Research Systems (FDS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

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