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

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

Historical chart of Morrissey 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 Morrissey 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 Morrissey Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.2M 81k 100.44

More positions owned by Morrissey Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust St Term High Etf (SJNK)
Spdr Series Trust St Lon Treas Etf (SPTL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust ST STR SP600SM C (SLYV)
Marriott Intl Cl A (MAR)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Morrissey Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
UBS Group
HPM Partners
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings
Robinhood Asset Management
Jpmorgan Chase & Co
CIBC Bancorp USA
NorthRock Partners
Royal Bank of Canada
Wells Fargo & Company
Colony
Captrust Financial Advisors

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