Avantax Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Avantax Advisory Services’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	$15.6M	Buy	155,336 +9,059	+6%	+$911K	0.09%	181
2025 Q1	$14.7M	Buy	146,277 +27,984	+24%	+$2.81M	0.09%	171
2024 Q4	$11.9M	Sell	118,293 -16,138	-12%	-$1.62M	0.07%	191
2024 Q3	$13.5M	Sell	134,431 -29,282	-18%	-$2.94M	0.09%	172
2024 Q2	$16.5M	Buy	163,713 +15,152	+10%	+$1.52M	0.12%	131
2024 Q1	$15M	Buy	148,561 +25,769	+21%	+$2.59M	0.13%	117
2023 Q4	$12.3M	Buy	122,792 +44,880	+58%	+$4.51M	0.12%	134
2023 Q3	$7.84M	Buy	77,912 +36,000	+86%	+$3.62M	0.09%	179
2023 Q2	$4.22M	Sell	41,912 -22,178	-35%	-$2.23M	0.05%	290
2023 Q1	$6.45M	Buy	64,090 +10,626	+20%	+$1.07M	0.08%	195
2022 Q4	$5.35M	Buy	53,464 +6,506	+14%	+$652K	0.07%	210
2022 Q3	$4.71M	Buy	46,958 +26,940	+135%	+$2.7M	0.07%	210
2022 Q2	$2M	Buy	20,018 +23	+0.1%	+$2.3K	0.03%	380
2022 Q1	$2M	Buy	+19,995	New	+$2M	0.03%	375

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

Avantax Advisory Services's SGOV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.2% in Q2 2025, buying an estimated $911K and bringing the position to 155,336 shares worth $15.6M. The position accounts for 0.09% of the portfolio, ranked #181.

Avantax Advisory Services first reported a position in SGOV in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.5M in Q2 2024. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Avantax Advisory Services held 155,336 shares of iShares 0-3 Month Treasury Bond ETF worth $15.6M as of Q2 2025.
Avantax Advisory Services bought 9,059 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $911K.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #181 holding.
Avantax Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $16.5M in Q2 2024.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.