AM
SGOV icon

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

AGF 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
Q4 		– Sell
-2,812
Closed -$283K – 685
2025
Q3 		$283K Buy
2,812
+720
+34% +$72.4K ﹤0.01% 625
2025
Q2 		$211K Hold
2,092
– – ﹤0.01% 622
2025
Q1 		$211K Hold
2,092
– – ﹤0.01% 651
2024
Q4 		$210K Buy
+2,092
New +$210K ﹤0.01% 678
2024
Q2 		– Sell
-2,354
Closed -$237K – 750
2024
Q1 		$237K Buy
+2,354
New +$237K ﹤0.01% 679

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Management's SGOV Position: Q4 2025 in Review

AGF Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 2,812 shares — an estimated $283K sold.

AGF Management first reported a position in SGOV in Q1 2024 and held it in 5 quarters. The position peaked at $283K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • AGF Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • AGF Management sold 2,812 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $283K.
  • AGF Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
  • AGF Management's iShares 0-3 Month Treasury Bond ETF position peaked at $283K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on AGF Management's 13F filing for Q4 2025, filed 17 Feb 2026.