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

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Continuum Advisory's SGOV Position: Q3 2025 in Review

Continuum Advisory sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,638 shares — an estimated $266K sold.

Continuum Advisory first reported a position in SGOV in Q3 2022 and held it in 12 quarters. The position peaked at $754K in Q1 2023. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Continuum Advisory reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Continuum Advisory sold 2,638 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $266K.
Continuum Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 12 quarters.
Continuum Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $754K in Q1 2023.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Continuum Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.