Bordeaux Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bordeaux Wealth Advisors’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	$251K	Buy	+2,490	New	+$250K	0.03%	139

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

Bordeaux Wealth Advisors's SGOV Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025: 2,490 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings.

923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Bordeaux Wealth Advisors held 2,490 shares of iShares 0-3 Month Treasury Bond ETF worth $251K as of Q2 2025.
iShares 0-3 Month Treasury Bond ETF was a new Bordeaux Wealth Advisors position in Q2 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #139 holding.
923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.