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

Centerpoint 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 		– Sell
-52
Closed -$5K – 464
2025
Q2 		$5K Sell
52
-195
-79% -$19.6K ﹤0.01% 332
2025
Q1 		$25K Buy
+247
New +$24.8K 0.01% 218
2023
Q4 		– Sell
-47
Closed -$5K – 577
2023
Q3 		$5K Hold
47
– – ﹤0.01% 387
2023
Q2 		$5K Sell
47
-274
-85% -$27.5K ﹤0.01% 393
2023
Q1 		$32K Buy
+321
New +$32.2K 0.01% 202

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