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

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

Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 21k 100.67
2024-06-30 $2.5M 25k 100.71
2024-03-31 $6.1M 60k 100.68
2023-12-31 $6.9M 69k 100.27
2023-09-30 $9.0M 89k 100.33
2023-06-30 $5.3M 53k 100.67

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Blackrock Enhanced Intl Div Com Bene Inter (BGY)
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Proshares Tr Large Cap Cre (CSM)
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Kkr & Co (KKR)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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View all positions for Waterfront Wealth

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Raymond James & Associates
Partners Capital Investment Group
Equity Investment Corp Acquisition
Jpmorgan Chase & Co
Stuart Chaussee & Associates
Northwestern Mutual Wealth Management Company
Confluence Investment Management
Lake Street Advisors Group
Geneos Wealth Management
Envestnet Asset Management
Woodley Farra Manion Portfolio Management
HPM Partners
Awm Capital

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