CIBC Private Wealth Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CIBC Private Wealth Group’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	$416M	Buy	4,141,877 +2,335,616	+129%	+$235M	0.7%	30
2025 Q3	$182M	Buy	1,806,261 +234,636	+15%	+$23.6M	0.31%	87
2025 Q2	$158M	Sell	1,571,625 -1,739,594	-53%	-$175M	0.28%	94
2025 Q1	$333M	Buy	3,311,219 +3,227,812	+3,870%	+$324M	0.7%	35
2024 Q4	$8.37M	Buy	83,407 +23,241	+39%	+$2.33M	0.02%	355
2024 Q3	$6.06M	Buy	60,166 +22,642	+60%	+$2.28M	0.01%	397
2024 Q2	$3.77M	Buy	37,524 +3,949	+12%	+$397K	0.01%	447
2024 Q1	$3.37M	Buy	33,575 +24,829	+284%	+$2.5M	0.01%	460
2023 Q4	$877K	Buy	8,746 +317	+4%	+$31.8K	﹤0.01%	660
2023 Q3	$849K	Buy	+8,429	New	+$847K	﹤0.01%	641

Other funds holding SGOV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

CIBC Private Wealth Group's SGOV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 129% in Q4 2025, buying an estimated $235M and bringing the position to 4,141,877 shares worth $416M. The position accounts for 0.7% of the portfolio, ranked #30.

CIBC Private Wealth Group first reported a position in SGOV in Q3 2023 and has held it in 10 quarters since. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

CIBC Private Wealth Group held 4,141,877 shares of iShares 0-3 Month Treasury Bond ETF worth $416M as of Q4 2025.
CIBC Private Wealth Group bought 2,335,616 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $235M.
iShares 0-3 Month Treasury Bond ETF made up 0.7% of CIBC Private Wealth Group's portfolio in Q4 2025, its #30 holding.
CIBC Private Wealth Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.