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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centerpoint Advisors's SGOV Position: Q3 2025 in Review

Centerpoint Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 52 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in SGOV in Q1 2023 and held it in 5 quarters. The position peaked at $32K in Q1 2023. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Centerpoint Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Centerpoint Advisors sold 52 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $5K.
Centerpoint Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
Centerpoint Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $32K in Q1 2023.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Centerpoint Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.