Strategic Financial Concepts »

Ishares 0-3 Month Treasury Bd Etf shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 57k 100.71
2023-12-31 $699k 7.0k 100.27
2023-09-30 $1.3M 13k 100.67
2023-06-30 $1.3M 13k 100.63
2023-03-31 $1.6M 16k 100.58

More positions owned by Strategic Financial Concepts

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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