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

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $977k 9.7k 100.71
2023-12-31 $922k 9.2k 100.27
2023-09-30 $221k 2.2k 100.37

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View all positions for Kingswood Wealth Advisors

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