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

Congress Wealth 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	$2.12M	Sell	21,075 -313	-1%	-$31.5K	0.02%	542
2025 Q1	$2.15M	Buy	21,388 +3,276	+18%	+$329K	0.03%	477
2024 Q4	$1.82M	Sell	18,112 -17,103	-49%	-$1.72M	0.03%	425
2024 Q3	$3.55M	Sell	35,215 -3,319	-9%	-$334K	0.05%	342
2024 Q2	$3.88M	Sell	38,534 -2,669	-6%	-$268K	0.06%	278
2024 Q1	$4.15M	Sell	41,203 -1,806	-4%	-$182K	0.07%	245
2023 Q4	$4.31M	Buy	43,009 +26,843	+166%	+$2.7M	0.08%	238
2023 Q3	$1.63M	Sell	16,166 -1,870	-10%	-$188K	0.03%	325
2023 Q2	$1.81M	Sell	18,036 -5,933	-25%	-$596K	0.04%	277
2023 Q1	$2.41M	Buy	23,969 +19,304	+414%	+$1.94M	0.06%	249
2022 Q4	$467K	Buy	4,665 +1,750	+60%	+$175K	0.01%	414
2022 Q3	$292K	Hold	2,915	–	–	0.01%	473
2022 Q2	$292K	Buy	+2,915	New	+$292K	0.01%	483

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 $6.4B AUM 9.79% 1-Year Est. Return

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

Congress Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q2 2025, selling an estimated $31.5K and leaving 21,075 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #542.

Congress Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.31M in Q4 2023. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Congress Wealth Management held 21,075 shares of iShares 0-3 Month Treasury Bond ETF worth $2.12M as of Q2 2025.
Congress Wealth Management sold 313 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $31.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #542 holding.
Congress Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
Congress Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.31M 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 Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.