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

Bristlecone 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 Q3	$1.28M	Buy	12,703 +7,559	+147%	+$760K	0.11%	115
2025 Q2	$518K	Buy	5,144 +612	+14%	+$61.5K	0.04%	156
2025 Q1	$456K	Sell	4,532 -5,525	-55%	-$555K	0.04%	203
2024 Q4	$1.01M	Sell	10,057 -1,465	-13%	-$147K	0.08%	148
2024 Q3	$1.16M	Buy	+11,522	New	+$1.16M	0.09%	134
2024 Q2	–	Sell	-2,586	Closed	-$260K	–	296
2024 Q1	$260K	Sell	2,586 -550	-18%	-$55.3K	0.02%	249
2023 Q4	$314K	Buy	3,136 +734	+31%	+$73.7K	0.03%	223
2023 Q3	$242K	Buy	+2,402	New	+$241K	0.03%	235

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

Bristlecone Advisors's SGOV Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 147% in Q3 2025, buying an estimated $760K and bringing the position to 12,703 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #115.

Bristlecone Advisors first reported a position in SGOV in Q3 2023 and has held it in 8 quarters since. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Bristlecone Advisors held 12,703 shares of iShares 0-3 Month Treasury Bond ETF worth $1.28M as of Q3 2025.
Bristlecone Advisors bought 7,559 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $760K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Bristlecone Advisors's portfolio in Q3 2025, its #115 holding.
Bristlecone Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.