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Blackston Financial Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Blackston Financial Advisory Group’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
-3,172
Closed -$319K – 114
2025
Q3 		$319K Buy
+3,172
New +$319K 0.19% 65

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackston Financial Advisory Group's SGOV Position: Q4 2025 in Review

Blackston Financial Advisory Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 3,172 shares — an estimated $319K sold.

Blackston Financial Advisory Group first reported a position in SGOV in Q3 2025 and held it in 1 quarter. The position peaked at $319K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Blackston Financial Advisory Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 3,172 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $319K.
  • Blackston Financial Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Blackston Financial Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $319K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.