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Concord Asset Management (Virginia)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Concord Asset Management (Virginia)’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
-18,321
Closed -$1.84M – 185
2025
Q2 		$1.84M Buy
+18,321
New +$1.84M 0.28% 89

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concord Asset Management (Virginia)'s SGOV Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 18,321 shares — an estimated $1.84M sold.

Concord Asset Management (Virginia) first reported a position in SGOV in Q2 2025 and held it in 1 quarter. The position peaked at $1.84M in Q2 2025. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 18,321 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $1.84M.
  • Concord Asset Management (Virginia) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares 0-3 Month Treasury Bond ETF position peaked at $1.84M in Q2 2025.
  • 991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.