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

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

Historical chart of Talisman Wealth 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 Talisman Wealth 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 32k 100.72
2024-06-30 $3.7M 37k 100.71
2024-03-31 $2.5M 25k 100.71
2023-09-30 $236k 2.3k 100.67

More positions owned by Talisman Wealth Advisors

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Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
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Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Talisman Wealth Advisors

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