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

Consultiva 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
Q1 		– Sell
-10,232
Closed -$1.03M – 271
2024
Q4 		$1.03M Buy
10,232
+113
+1% +$11.4K 5.15% 6
2024
Q3 		$1.02M Buy
+10,119
New +$1.02M 8.11% 6

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Consultiva Wealth Management's SGOV Position: Q1 2025 in Review

Consultiva Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 10,232 shares — an estimated $1.03M sold.

Consultiva Wealth Management first reported a position in SGOV in Q3 2024 and held it in 2 quarters. The position peaked at $1.03M in Q4 2024. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • Consultiva Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 10,232 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $1.03M.
  • Consultiva Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Consultiva Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.03M in Q4 2024.
  • 862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Consultiva Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.