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

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 18k 100.32
2024-09-30 $850k 8.4k 100.72
2024-06-30 $54M 533k 100.71
2024-03-31 $63M 628k 100.71

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View all positions for Simplicity Wealth

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