Brass Tax Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Brass Tax Wealth 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 Q3	$470K	Buy	+4,663	New	+$469K	0.08%	126

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brass Tax Wealth Management's SGOV Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025: 4,663 shares worth $470K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings.

992 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Brass Tax Wealth Management held 4,663 shares of iShares 0-3 Month Treasury Bond ETF worth $470K as of Q3 2025.
iShares 0-3 Month Treasury Bond ETF was a new Brass Tax Wealth Management position in Q3 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #126 holding.
992 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.