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Cidel Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cidel Asset 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
Q2 		– Sell
-14,910
Closed -$1.5M – 366
2025
Q1 		$1.5M Buy
+14,910
New +$1.5M 0.1% 96

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cidel Asset Management's SGOV Position: Q2 2025 in Review

Cidel Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 14,910 shares — an estimated $1.5M sold.

Cidel Asset Management first reported a position in SGOV in Q1 2025 and held it in 1 quarter. The position peaked at $1.5M in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Cidel Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cidel Asset Management sold 14,910 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $1.5M.
  • Cidel Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Cidel Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.5M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Cidel Asset Management's 13F filing for Q2 2025, filed 29 Jul 2025.