Alliance Wealth Advisors (Utah)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q2	–	Sell	-3,360	Closed	-$338K	–	287
2025 Q1	$338K	Buy	3,360 +1,095	+48%	+$110K	0.09%	197
2024 Q4	$227K	Buy	+2,265	New	+$228K	0.06%	240
2023 Q2	–	Sell	-35,597	Closed	-$3.58M	–	238
2023 Q1	$3.58M	Buy	35,597 +5,003	+16%	+$502K	1.44%	10
2022 Q4	$3.06M	Buy	+30,594	New	+$3.07M	1.38%	13

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

PFM

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

Alliance Wealth Advisors (Utah)'s SGOV Position: Q2 2025 in Review

Alliance Wealth Advisors (Utah) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 3,360 shares — an estimated $338K sold.

Alliance Wealth Advisors (Utah) first reported a position in SGOV in Q4 2022 and held it in 4 quarters. The position peaked at $3.58M in Q1 2023. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Alliance Wealth Advisors (Utah) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 3,360 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $338K.
Alliance Wealth Advisors (Utah) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
Alliance Wealth Advisors (Utah)'s iShares 0-3 Month Treasury Bond ETF position peaked at $3.58M in Q1 2023.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2025, filed 14 Aug 2025.