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Ishares 0-3 Month Treasury Bd Etf shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group 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 Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $443k 4.4k 100.66
2023-06-30 $528k 5.2k 100.63

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Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Howard Capital Management
Morgan Stanley
UBS Group
Atlantic Trust
CIBC Bancorp USA
HPM Partners
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
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