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Ishares 0-3 Month Treasury Bd Etf shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management investment in Ishares 0-3 Month Treasury Bd Etf

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All positions including Ishares 0-3 Month Treasury Bd Etf held by Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $38M 376k 100.71
2023-12-31 $27M 266k 100.27
2023-09-30 $17M 166k 100.67
2023-03-31 $302k 3.0k 100.58

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
Neuberger Berman Group
Global Assets Advisory
Equity Investment Corp Acquisition
AE Wealth Management
Captrust Financial Advisors
UBS Group
GM Advisory
Raymond James & Associates
Lee Johnson Capital Management
HPM Partners
Elm Partners Management
Advisor Group Holdings
ESG Planning
NorthRock Partners

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