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CA
Continuum Advisory’s
iShares 0-3 Month Treasury Bond ETF
SGOV
Stock Holding History
Continuum Advisory’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
-2,638
Closed
-$266K
–
456
2025
Q2
$266K
Hold
2,638
–
–
0.03%
361
2025
Q1
$266K
Sell
2,638
-1,320
-33%
-$133K
0.03%
343
2024
Q4
$397K
Hold
3,958
–
–
0.05%
278
2024
Q3
$398K
Sell
3,958
-23
-0.6%
-$2.31K
0.05%
277
2024
Q2
$401K
Buy
3,981
+3
+0.1%
+$302
0.06%
258
2024
Q1
$400K
Hold
3,978
–
–
0.06%
258
2023
Q4
$399K
Buy
3,978
+20
+0.5%
+$2.01K
0.06%
319
2023
Q3
$398K
Hold
3,958
–
–
0.06%
311
2023
Q2
$398K
Sell
3,958
-3,543
-47%
-$356K
0.06%
321
2023
Q1
$754K
Hold
7,501
–
–
0.13%
191
2022
Q4
$751K
Buy
7,501
+1,770
+31%
+$177K
0.14%
179
2022
Q3
$575K
Buy
+5,731
New
+$574K
0.1%
212
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24.88%
1-Year Est. Return
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$2.88B AUM
15.75%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
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$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
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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