Aspiriant LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Aspiriant LLC’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	-3,928	Closed	-$395K	–	316
2025 Q1	$395K	Sell	3,928 -943	-19%	-$94.8K	0.01%	207
2024 Q4	$489K	Sell	4,871 -3,133	-39%	-$315K	0.02%	192
2024 Q3	$806K	Sell	8,004 -4,101	-34%	-$412K	0.03%	159
2024 Q2	$1.22M	Buy	+12,105	New	+$1.22M	0.05%	128

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

Aspiriant LLC's SGOV Position: Q2 2025 in Review

Aspiriant LLC sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 3,928 shares — an estimated $395K sold.

Aspiriant LLC first reported a position in SGOV in Q2 2024 and held it in 4 quarters. The position peaked at $1.22M in Q2 2024. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Aspiriant LLC reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Aspiriant LLC sold 3,928 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $395K.
Aspiriant LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
Aspiriant LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $1.22M in Q2 2024.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Aspiriant LLC's 13F filing for Q2 2025, filed 29 Jul 2025.