Clearstead Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clearstead Trust’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	–	Sell	-13	Closed	-$1.31K	–	1452
2025 Q3	$1.31K	Hold	13	–	–	﹤0.01%	1135
2025 Q2	$1.31K	Hold	13	–	–	﹤0.01%	1070
2025 Q1	$1.31K	Hold	13	–	–	﹤0.01%	811
2024 Q4	$1.3K	Hold	13	–	–	﹤0.01%	418
2024 Q3	$1.31K	Sell	13 -13	-50%	-$1.31K	﹤0.01%	399
2024 Q2	$2.62K	Hold	26	–	–	﹤0.01%	404
2024 Q1	$2.62K	Buy	+26	New	+$2.61K	﹤0.01%	397

Other funds holding SGOV

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Trust's SGOV Position: Q4 2025 in Review

Clearstead Trust sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 13 shares — an estimated $1.31K sold.

Clearstead Trust first reported a position in SGOV in Q1 2024 and held it in 7 quarters. The position peaked at $2.62K in Q2 2024. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Clearstead Trust reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 13 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $1.31K.
Clearstead Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 7 quarters.
Clearstead Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $2.62K in Q2 2024.
1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.