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

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

Historical chart of Willow Creek 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 Willow Creek 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 Willow Creek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 52k 100.27
2023-09-30 $2.1M 21k 100.67
2023-06-30 $860k 8.5k 100.63

More positions owned by Willow Creek Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfli Tips Etf (SPIP)

View all positions for Willow Creek 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