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

Bridgewater 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
Q4 		– Sell
-6,390
Closed -$642K – 464
2025
Q3 		$642K Sell
6,390
-246
-4% -$24.7K 0.04% 202
2025
Q2 		$668K Sell
6,636
-75
-1% -$7.54K 0.05% 198
2025
Q1 		$676K Buy
+6,711
New +$675K 0.06% 176

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgewater Advisors's SGOV Position: Q4 2025 in Review

Bridgewater Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 6,390 shares — an estimated $642K sold.

Bridgewater Advisors first reported a position in SGOV in Q1 2025 and held it in 3 quarters. The position peaked at $676K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Bridgewater Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bridgewater Advisors sold 6,390 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $642K.
  • Bridgewater Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • Bridgewater Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $676K in Q1 2025.
  • 1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Bridgewater Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.