Strait & Sound Wealth Management »

Ishares 0-3 Month Treasury Bd Etf shares owned by Strait & Sound Wealth Management

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

Historical chart of Strait & Sound Wealth 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 Strait & Sound Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 137k 100.72
2024-03-31 $17M 168k 100.47
2023-12-31 $17M 167k 100.55

More positions owned by Strait & Sound Wealth Management

RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Strait & Sound Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Raymond James & Associates
Partners Capital Investment Group
Equity Investment Corp Acquisition
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Stuart Chaussee & Associates
Lake Street Advisors Group
Envestnet Asset Management
Woodley Farra Manion Portfolio Management
HPM Partners
Confluence Investment Management
Captrust Financial Advisors

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