Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Congress Wealth Management LLC / DE / »

Ishares 0-3 Month Treasury Bd Etf shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$4.1M	41k	100.71
2023-12-31	$4.3M	43k	100.27
2023-09-30	$1.6M	16k	100.68
2023-06-30	$1.8M	18k	100.63
2023-03-31	$2.4M	24k	100.58
2022-12-31	$467k	4.7k	100.14
2022-09-30	$292k	2.9k	100.17
2022-06-30	$292k	2.9k	100.17

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)

Select Sector Spdr Tr Technology (XLK)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Select Sector Spdr Tr Financial (XLF)

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Spdr Ser Tr Portfli Intrmdit (SPTI)

Global X Fds Us Infr Dev Etf (PAVE)

Select Sector Spdr Tr Communication (XLC)

Apple (AAPL)

Spdr Ser Tr Portfolio S&p600 (SPSM)

NVIDIA Corporation (NVDA)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Energy (XLE)

World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z