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Ishares 0-3 Month Treasury Bd Etf shares owned by Motive Wealth Advisors

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

Historical chart of Motive Wealth Advisors investment in Ishares 0-3 Month Treasury Bd Etf

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0017.130243M7.1302435M7.130244M7.1302445M7.130245M71.074k71.0745k71.075k71.0755k71.076k
Value ($)Share countHistorical SGOV position of Motive Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares 0-3 Month Treasury Bd Etf held by Motive Wealth Advisors 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 Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.1M 71k 100.32

More positions owned by Motive Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Motive Wealth Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
LPL Financial
Bank of America Corporation
Raymond James Financial
Raymond James & Associates
Partners Capital Investment Group
NorthRock Partners
Jpmorgan Chase & Co
Woodley Farra Manion Portfolio Management
MAI Wealth Advisors
Confluence Investment Management
GM Advisory
Northwestern Mutual Wealth Management Company
Geneos Wealth Management
Cambridge Investment Research Advisors

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