1858 Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

1858 Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,756	Closed	-$278K	–	126
2025 Q2	$278K	Sell	2,756 -603	-18%	-$60.6K	0.2%	88
2025 Q1	$338K	Buy	3,359 +323	+11%	+$32.5K	0.29%	70
2024 Q4	$305K	Buy	3,036 +710	+31%	+$71.3K	0.24%	86
2024 Q3	$234K	Buy	+2,326	New	+$234K	0.19%	105
2024 Q2	–	Sell	-8,802	Closed	-$883K	–	142
2024 Q1	$883K	Hold	8,802	–	–	0.84%	34
2023 Q4	$883K	Buy	+8,802	New	+$884K	0.84%	34

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1858 Wealth Management's SGOV Position: Q3 2025 in Review

1858 Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,756 shares — an estimated $278K sold.

1858 Wealth Management first reported a position in SGOV in Q4 2023 and held it in 6 quarters. The position peaked at $883K in Q1 2024. 992 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

1858 Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 2,756 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $278K.
1858 Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
1858 Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $883K in Q1 2024.
992 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.