Cosner Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cosner Financial Group’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 Q4	–	Sell	-8,934	Closed	-$900K	–	38
2025 Q3	$900K	Sell	8,934 -10	-0.1%	-$1.01K	0.48%	23
2025 Q2	$901K	Sell	8,944 -173	-2%	-$17.4K	0.5%	25
2025 Q1	$918K	Sell	9,117 -38	-0.4%	-$3.82K	0.56%	25
2024 Q4	$918K	Buy	9,155 +13	+0.1%	+$1.31K	0.58%	25
2024 Q3	$921K	Sell	9,142 -37	-0.4%	-$3.72K	0.59%	24
2024 Q2	$924K	Sell	9,179 -179	-2%	-$18K	0.65%	20
2024 Q1	$942K	Buy	9,358 +22	+0.2%	+$2.21K	0.68%	21
2023 Q4	$936K	Buy	+9,336	New	+$938K	0.79%	19

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cosner Financial Group's SGOV Position: Q4 2025 in Review

Cosner Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 8,934 shares — an estimated $900K sold.

Cosner Financial Group first reported a position in SGOV in Q4 2023 and held it in 8 quarters. The position peaked at $942K in Q1 2024. 1,100 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Cosner Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Cosner Financial Group sold 8,934 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $900K.
Cosner Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
Cosner Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $942K in Q1 2024.
1,100 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Cosner Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.