Aveo Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Aveo Capital Partners’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	-311,957	Closed	-$31.3M	–	128
2025 Q1	$31.3M	Sell	311,957 -239,533	-43%	-$24.1M	5.21%	4
2024 Q4	$55.3M	Buy	551,490 +310,146	+129%	+$31.2M	6.06%	1
2024 Q3	$24.3M	Buy	241,344 +23,871	+11%	+$2.4M	2.58%	5
2024 Q2	$21.9M	Sell	217,473 -190,514	-47%	-$19.1M	2.48%	7
2024 Q1	$40.9M	Buy	407,987 +133,363	+49%	+$13.4M	4.46%	1
2023 Q4	$27.5M	Sell	274,624 -298,920	-52%	-$30M	3.32%	3
2023 Q3	$57.7M	Buy	573,544 +480,238	+515%	+$48.2M	7.59%	1
2023 Q2	$9.39M	Sell	93,306 -223,601	-71%	-$22.5M	1.19%	20
2023 Q1	$31.9M	Sell	316,907 -339,744	-52%	-$34.1M	4.25%	1
2022 Q4	$65.8M	Sell	656,651 -337,595	-34%	-$33.8M	9.89%	1
2022 Q3	$99.7M	Buy	994,246 +442,290	+80%	+$44.3M	17.18%	1
2022 Q2	$55.3M	Buy	551,956 +186,314	+51%	+$18.6M	9.06%	1
2022 Q1	$36.6M	Buy	+365,642	New	+$36.6M	6.45%	1

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

Aveo Capital Partners's SGOV Position: Q2 2025 in Review

Aveo Capital Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 311,957 shares — an estimated $31.3M sold.

Aveo Capital Partners first reported a position in SGOV in Q1 2022 and held it in 13 quarters. The position peaked at $99.7M in Q3 2022. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Aveo Capital Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 311,957 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $31.3M.
Aveo Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and held it in 13 quarters.
Aveo Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $99.7M in Q3 2022.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.