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

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

Historical chart of New 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 New 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 New Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $520k 5.2k 100.71
2023-12-31 $618k 6.2k 100.27
2023-09-30 $805k 8.0k 100.67
2023-03-31 $536k 5.3k 100.58
2022-12-31 $514k 5.1k 100.14

More positions owned by New Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pepsi (PEP)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust International (DFSI)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)

View all positions for New Capital Management

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
Elm Partners Management
Advisor Group Holdings
NorthRock Partners
Jpmorgan Chase & Co

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