BCM
SGOV icon

Brasada Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Brasada Capital 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
Q2 		– Sell
-62,938
Closed -$6.32M – 149
2025
Q1 		$6.32M Buy
62,938
+32,574
+107% +$3.27M 1.26% 23
2024
Q4 		$3.05M Sell
30,364
-34,128
-53% -$3.43M 0.53% 62
2024
Q3 		$6.47M Sell
64,492
-21,502
-25% -$2.16M 1.13% 29
2024
Q2 		$8.64M Buy
85,994
+49,187
+134% +$4.94M 1.51% 20
2024
Q1 		$3.71M Sell
36,807
-22,977
-38% -$2.31M 0.65% 45
2023
Q4 		$5.99M Sell
59,784
-1,396
-2% -$140K 1.16% 25
2023
Q3 		$6.14M Sell
61,180
-5,446
-8% -$547K 1.43% 18
2023
Q2 		$6.7M Sell
66,626
-6,054
-8% -$608K 1.45% 19
2023
Q1 		$7.31M Buy
72,680
+16,919
+30% +$1.7M 1.63% 15
2022
Q4 		$5.58M Sell
55,761
-10,270
-16% -$1.03M 1.29% 26
2022
Q3 		$6.62M Buy
66,031
+52,173
+376% +$5.22M 1.57% 18
2022
Q2 		$1.39M Buy
+13,858
New +$1.39M 0.31% 73

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Brasada Capital Management's SGOV Position: Q2 2025 in Review

Brasada Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 62,938 shares — an estimated $6.32M sold.

Brasada Capital Management first reported a position in SGOV in Q2 2022 and held it in 12 quarters. The position peaked at $8.64M in Q2 2024. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Brasada Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Brasada Capital Management sold 62,938 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $6.32M.
  • Brasada Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 12 quarters.
  • Brasada Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $8.64M in Q2 2024.
  • 925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Brasada Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.