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

Capital A 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 Q2	$8.92K	Buy	+89	New	+$8.95K	0.1%	203

Other funds holding SGOV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Capital A Wealth Management's SGOV Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025: 89 shares worth $8.92K. The stake represents 0.1% of the portfolio and ranks #203 among its holdings.

923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Capital A Wealth Management held 89 shares of iShares 0-3 Month Treasury Bond ETF worth $8.92K as of Q2 2025.
iShares 0-3 Month Treasury Bond ETF was a new Capital A Wealth Management position in Q2 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Capital A Wealth Management's portfolio in Q2 2025, its #203 holding.
923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.