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

Abich Financial 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	$2.34M	Buy	+23,286	New	+$2.34M	0.83%	12
2024 Q3	$40.2K	Sell	399 -6,042	-94%	-$607K	0.09%	109
2024 Q2	$649K	Buy	6,441 +734	+13%	+$73.8K	0.44%	12
2024 Q1	$575K	Buy	5,707 +2,045	+56%	+$206K	0.44%	12
2023 Q4	$367K	Buy	+3,662	New	+$368K	0.35%	13

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

Abich Financial Wealth Management's SGOV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025: 23,286 shares worth $2.34M. The stake represents 0.83% of the portfolio and ranks #12 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SGOV as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 5 quarters since. 992 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Abich Financial Wealth Management held 23,286 shares of iShares 0-3 Month Treasury Bond ETF worth $2.34M as of Q3 2025.
iShares 0-3 Month Treasury Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.83% of Abich Financial Wealth Management's portfolio in Q3 2025, its #12 holding.
Abich Financial Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
992 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.