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

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

Historical chart of Twelve Points 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 Twelve Points 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 48k 100.72
2024-06-30 $984k 9.8k 100.71

More positions owned by Twelve Points Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Asa Gold And Precious Mtls L SHS (ASA)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Doubleline Opportunistic Cr (DBL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Nuveen Equity Premium Income Fund (BXMX)

View all positions for Twelve Points Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Strategic Financial Concepts
Bank of America Corporation
LPL Financial
Raymond James & Associates
Jpmorgan Chase & Co
Royal Bank of Canada
Partners Capital Investment Group
Stuart Chaussee & Associates
Northwestern Mutual Wealth Management Company
Lake Street Advisors Group
Captrust Financial Advisors
Envestnet Asset Management
Confluence Investment Management
Balentine

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