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Ishares 0-3 Month Treasury Bd Etf shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners 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 ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 35k 100.71

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Strategic Financial Concepts
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
Royal Bank of Canada
Partners Capital Investment Group
Stuart Chaussee & Associates
Confluence Investment Management
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Envestnet Asset Management
Raymond James & Associates
Lake Street Advisors Group
Lee Johnson Capital Management

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