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

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

Historical chart of Tolleson 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 Tolleson Wealth 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $31M 313k 100.38

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares High Yield Muni Active Etf Etf (HIMU)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Russell 1000 Growth Etf Etf (IWF)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Russell Midcap Etf Etf (IWR)

View all positions for Tolleson Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
LPL Financial
Atlantic Trust
HPM Partners
Raymond James Financial
UBS Group
Advisor Group Holdings
GM Advisory
Colony
Wealth Enhancement Advisory Services
Confluence Investment Management
Jpmorgan Chase & Co
NorthRock Partners
Ameriprise Financial
Cetera Investment Advisers

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