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

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

Historical chart of Concentric 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 Concentric 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 Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $768k 7.6k 100.71
2023-12-31 $779k 7.8k 100.27
2023-09-30 $836k 8.3k 100.67

More positions owned by Concentric Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Alphabet Inc Class A cs (GOOGL)
Ishares Inc core msci emkt (IEMG)
Apple (AAPL)
Visa (V)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
Vanguard Intermediate-Term Bond ETF (BIV)
Amgen (AMGN)

View all positions for Concentric Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Royal Bank of Canada
Equity Investment Corp Acquisition
Northwestern Mutual Wealth Management Company
Global Assets Advisory
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Captrust Financial Advisors
Raymond James & Associates
Ameriprise Financial
Lee Johnson Capital Management
Elm Partners Management

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