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

Clarity 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 Q3	–	Sell	-717	Closed	-$72.2K	–	260
2025 Q2	$72.2K	Buy	+717	New	+$72.1K	0.04%	77
2024 Q4	–	Sell	-694	Closed	-$69.9K	–	225
2024 Q3	$69.9K	Buy	+694	New	+$69.8K	0.05%	68
2024 Q2	–	Sell	-676	Closed	-$68K	–	206
2024 Q1	$68K	Buy	676 +6	+0.9%	+$603	0.05%	69
2023 Q4	$67.2K	Buy	+670	New	+$67.3K	0.05%	64

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 $5.97B AUM 5.11% 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

Clarity Asset Management's SGOV Position: Q3 2025 in Review

Clarity Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 717 shares — an estimated $72.2K sold.

Clarity Asset Management first reported a position in SGOV in Q4 2023 and held it in 4 quarters. The position peaked at $72.2K in Q2 2025. 994 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Clarity Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Clarity Asset Management sold 717 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $72.2K.
Clarity Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
Clarity Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $72.2K in Q2 2025.
994 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Clarity Asset Management's 13F filing for Q3 2025, filed 27 Oct 2025.