Blueprint Investment Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Blueprint Investment 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 Q1	–	Sell	-19,510	Closed	-$1.96M	–	185
2024 Q4	$1.96M	Buy	+19,510	New	+$1.96M	0.31%	49
2024 Q3	–	Sell	-7,754	Closed	-$781K	–	175
2024 Q2	$781K	Buy	7,754 +4,903	+172%	+$493K	0.17%	61
2024 Q1	$287K	Sell	2,851 -16,597	-85%	-$1.67M	0.06%	119
2023 Q4	$1.95M	Sell	19,448 -27,998	-59%	-$2.81M	0.54%	38
2023 Q3	$4.78M	Buy	47,446 +31,441	+196%	+$3.16M	1.54%	13
2023 Q2	$1.61M	Sell	16,005 -34,167	-68%	-$3.43M	0.58%	31
2023 Q1	$5.05M	Sell	50,172 -189,202	-79%	-$19M	1.15%	23
2022 Q4	$24M	Buy	239,374 +98,609	+70%	+$9.88M	5.08%	3
2022 Q3	$14.1M	Buy	+140,765	New	+$14.1M	3.85%	4

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

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

Blueprint Investment Partners's SGOV Position: Q1 2025 in Review

Blueprint Investment Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 19,510 shares — an estimated $1.96M sold.

Blueprint Investment Partners first reported a position in SGOV in Q3 2022 and held it in 9 quarters. The position peaked at $24M in Q4 2022. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Blueprint Investment Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 19,510 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $1.96M.
Blueprint Investment Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 9 quarters.
Blueprint Investment Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $24M in Q4 2022.
862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.