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

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

Historical chart of Venturi 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 Venturi 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 Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $741k 7.4k 100.27
2023-09-30 $810k 8.0k 100.67
2023-06-30 $698k 6.9k 100.63
2023-03-31 $708k 7.0k 100.58

More positions owned by Venturi Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Apple (AAPL)
Ishares Tr Broad Usd High (USHY)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Venturi Wealth 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
HPM Partners
Advisor Group Holdings
ESG Planning
NorthRock Partners
Jpmorgan Chase & Co
Advisors Capital Management

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