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Ishares 0-3 Month Treasury Bd Etf shares owned by Morton Capital Management

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

Historical chart of Morton Capital 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 Morton Capital 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 Morton Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 2.8k 100.71
2025-06-30 $233k 2.3k 100.69
2025-03-31 $235k 2.3k 100.65

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Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Natural Resourc (HAP)
Microsoft Corporation (MSFT)
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Ishares Gold Tr Ishares New (IAU)
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Dimensional Etf Trust Us Core Equity 1 (DCOR)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
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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