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

Chilton Capital 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 Q1	–	Sell	-330	Closed	-$33.1K	–	581
2024 Q4	$33.1K	Sell	330 -1,175	-78%	-$118K	﹤0.01%	373
2024 Q3	$152K	Sell	1,505 -3,315	-69%	-$333K	0.01%	249
2024 Q2	$485K	Sell	4,820 -1,705	-26%	-$171K	0.02%	164
2024 Q1	$657K	Sell	6,525 -4,518	-41%	-$454K	0.03%	154
2023 Q4	$1.11M	Buy	+11,043	New	+$1.11M	0.06%	124

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Chilton Capital Management's SGOV Position: Q1 2025 in Review

Chilton Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 330 shares — an estimated $33.1K sold.

Chilton Capital Management first reported a position in SGOV in Q4 2023 and held it in 5 quarters. The position peaked at $1.11M in Q4 2023. 866 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Chilton Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Chilton Capital Management sold 330 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $33.1K.
Chilton Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Chilton Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.11M in Q4 2023.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Chilton Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.