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

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

Historical chart of Vivid 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 Vivid 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 Vivid Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 91k 100.72
2024-06-30 $8.3M 83k 100.71
2024-03-31 $7.8M 77k 100.71
2023-12-31 $7.6M 76k 100.27

More positions owned by Vivid Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Tesla Motors (TSLA)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Amazon (AMZN)

View all positions for Vivid Wealth Management

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