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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

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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
2023-12-31 $6.9M 69k 100.27
2023-09-30 $9.0M 89k 100.33
2023-06-30 $5.3M 53k 100.67

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Commerce Bancshares (CBSH)
Adams Express Company (ADX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Service CL B (UPS)
Jefferies Finl Group (JEF)
Proshares Tr Large Cap Cre (CSM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Microsoft Corporation (MSFT)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Euro Fl Etf (EUFN)

View all positions for Waterfront Wealth

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
Lee Johnson Capital Management
HPM Partners
Advisor Group Holdings
ESG Planning
NorthRock Partners
Jpmorgan Chase & Co

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