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

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

Historical chart of Omnia Family 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 Omnia Family 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 Omnia Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 198k 100.71
2023-12-31 $25M 246k 100.27
2023-09-30 $6.6M 66k 100.67
2023-06-30 $8.8M 87k 100.63
2022-09-30 $15M 149k 100.27
2022-06-30 $16M 163k 100.12

More positions owned by Omnia Family Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Global X Fds Global X Uranium (URA)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
United Sts Commodity Index F Cm Rep Copp Fd (CPER)
Ishares Msci Taiwan Etf (EWT)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Ares Management Corporation Cl A Com Stk (ARES)
Ishares Tr North Amern Nat (IGE)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Metals Mng (XME)

View all positions for Omnia Family Wealth

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