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

Cardiff Park 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
-3,025
Closed -$305K – 388
2025
Q3 		$305K Buy
+3,025
New +$304K 0.02% 233
2025
Q2 		– Sell
-3,555
Closed -$358K – 359
2025
Q1 		$358K Buy
+3,555
New +$357K 0.03% 194

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

Cardiff Park Advisors's SGOV Position: Q4 2025 in Review

Cardiff Park Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 3,025 shares — an estimated $305K sold.

Cardiff Park Advisors first reported a position in SGOV in Q1 2025 and held it in 2 quarters. The position peaked at $358K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Cardiff Park Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cardiff Park Advisors sold 3,025 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $305K.
  • Cardiff Park Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • Cardiff Park Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $358K 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 Cardiff Park Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.