SEC 13F Intelligence

Custom Portfolio Group LLC / SGOV

Custom Portfolio Group LLC’s Ishares Tr Position

Does Custom Portfolio Group LLC own Ishares Tr (SGOV)? Yes537.1K shares worth $50M (+39.37% of its 13F portfolio) as of Q2 2024.

Position Value
$50M
Q2 2024
Shares
537.1K
% of Portfolio
+39.37%
Quarters Held
1
currently held

Position History SGOV

Reported value by quarter
Q2 ’24: $50MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024537.1K$50M+39.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Custom Portfolio Group LLC’s full portfolio or all institutional holders of SGOV.