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

Congress 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	-15,619	Closed	-$1.57M	–	399
2025 Q1	$1.57M	Sell	15,619 -429	-3%	-$43.1K	0.01%	286
2024 Q4	$1.61M	Sell	16,048 -18,836	-54%	-$1.89M	0.01%	293
2024 Q3	$3.51M	Sell	34,884 -3,570	-9%	-$359K	0.02%	248
2024 Q2	$3.87M	Sell	38,454 -2,776	-7%	-$279K	0.03%	240
2024 Q1	$4.15M	Sell	41,230 -1,814	-4%	-$182K	0.03%	235
2023 Q4	$4.32M	Buy	43,044 +26,854	+166%	+$2.7M	0.03%	248
2023 Q3	$1.63M	Sell	16,190 -1,869	-10%	-$188K	0.01%	287
2023 Q2	$1.82M	Sell	18,059 -2,122	-11%	-$213K	0.02%	288
2023 Q1	$2.03M	Buy	+20,181	New	+$2.02M	0.02%	282

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Congress Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 15,619 shares — an estimated $1.57M sold.

Congress Asset Management first reported a position in SGOV in Q1 2023 and held it in 9 quarters. The position peaked at $4.32M in Q4 2023. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Congress Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Congress Asset Management sold 15,619 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $1.57M.
Congress Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
Congress Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.32M in Q4 2023.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Congress Asset Management's 13F filing for Q2 2025, filed 16 Jul 2025.