Austin Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Austin Private Wealth’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	-7,188	Closed	-$724K	–	327
2025 Q3	$724K	Hold	7,188	–	–	0.05%	139
2025 Q2	$724K	Hold	7,188	–	–	0.06%	134
2025 Q1	$724K	Sell	7,188 -4,249	-37%	-$427K	0.06%	123
2024 Q4	$1.15M	Buy	11,437 +6,965	+156%	+$700K	0.11%	78
2024 Q3	$450K	Sell	4,472 -1,591	-26%	-$160K	0.04%	150
2024 Q2	$611K	Buy	+6,063	New	+$609K	0.07%	107

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Austin Private Wealth's SGOV Position: Q4 2025 in Review

Austin Private Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 7,188 shares — an estimated $724K sold.

Austin Private Wealth first reported a position in SGOV in Q2 2024 and held it in 6 quarters. The position peaked at $1.15M in Q4 2024. 1,099 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Austin Private Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Austin Private Wealth sold 7,188 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $724K.
Austin Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
Austin Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.15M in Q4 2024.
1,099 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.