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Briaud Financial Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Briaud Financial Planning’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 		– Sell
-133
Closed -$13K – 285
2025
Q2 		$13K Buy
+133
New +$13.4K 0.01% 221

Other funds holding SGOV

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Briaud Financial Planning's SGOV Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 133 shares — an estimated $13K sold.

Briaud Financial Planning first reported a position in SGOV in Q2 2025 and held it in 1 quarter. The position peaked at $13K in Q2 2025. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 133 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $13K.
  • Briaud Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $13K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.