Adero Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Adero Partners’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 Q1	$691K	Buy	+6,862	New	+$690K	0.05%	108

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

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

Adero Partners's SGOV Position: Q1 2025 in Review

Adero Partners opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025: 6,862 shares worth $691K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

863 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Adero Partners held 6,862 shares of iShares 0-3 Month Treasury Bond ETF worth $691K as of Q1 2025.
iShares 0-3 Month Treasury Bond ETF was a new Adero Partners position in Q1 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Adero Partners's portfolio in Q1 2025, its #108 holding.
863 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.