Baker Tilly Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Baker Tilly Wealth Management’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 Q1	–	Sell	-2,990	Closed	-$300K	–	250
2024 Q4	$300K	Buy	+2,990	New	+$300K	0.12%	189
2023 Q2	–	Sell	-31,235	Closed	-$3.14M	–	571
2023 Q1	$3.14M	Buy	31,235 +2,393	+8%	+$240K	0.35%	64
2022 Q4	$2.89M	Buy	28,842 +7,211	+33%	+$722K	0.36%	70
2022 Q3	$2.17M	Buy	+21,631	New	+$2.17M	0.3%	73

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Baker Tilly Wealth Management's SGOV Position: Q1 2025 in Review

Baker Tilly Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 2,990 shares — an estimated $300K sold.

Baker Tilly Wealth Management first reported a position in SGOV in Q3 2022 and held it in 4 quarters. The position peaked at $3.14M in Q1 2023. 866 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Baker Tilly Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,990 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $300K.
Baker Tilly Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
Baker Tilly Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.14M in Q1 2023.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.