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Ishares 0-3 Month Treasury Bd Etf shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 18k 100.69
2025-06-30 $1.6M 16k 100.68
2025-03-31 $1.3M 13k 100.67
2024-12-31 $886k 8.8k 100.32
2024-09-30 $811k 8.0k 100.72

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Microsoft Corporation Call Option (MSFT)
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View all positions for Perennial Investment Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
LPL Financial
Axxcess Wealth Management
Raymond James Financial
UBS Group
GM Advisory
Advisor Group Holdings
Wealth Enhancement Advisory Services
Confluence Investment Management
Jpmorgan Chase & Co
Cetera Investment Advisers
Ameriprise Financial
HPM Partners
Captrust Financial Advisors
Atlantic Trust

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