Berkshire Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Berkshire Asset 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 Q4	–	Sell	-112,478	Closed	-$11.3M	–	296
2025 Q3	$11.3M	Buy	112,478 +40	+0%	+$4.02K	0.48%	50
2025 Q2	$11.3M	Sell	112,438 -250	-0.2%	-$25.1K	0.51%	50
2025 Q1	$11.3M	Buy	112,688 +13,290	+13%	+$1.34M	0.54%	49
2024 Q4	$10M	Buy	99,398 +83,545	+527%	+$8.39M	0.47%	49
2024 Q3	$1.6M	Hold	15,853	–	–	0.08%	111
2024 Q2	$1.6M	Buy	+15,853	New	+$1.59M	0.08%	112

Other funds holding SGOV

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Asset Management's SGOV Position: Q4 2025 in Review

Berkshire Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 112,478 shares — an estimated $11.3M sold.

Berkshire Asset Management first reported a position in SGOV in Q2 2024 and held it in 6 quarters. The position peaked at $11.3M in Q3 2025. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Berkshire Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 112,478 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $11.3M.
Berkshire Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
Berkshire Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $11.3M in Q3 2025.
1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.