Cullen/Frost Bankers’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cullen/Frost Bankers’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	-62	Closed	-$6.24K	–	1527
2025 Q3	$6.24K	Buy	+62	New	+$6.23K	﹤0.01%	1140

Other funds holding SGOV

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return

Cullen/Frost Bankers's SGOV Position: Q4 2025 in Review

Cullen/Frost Bankers sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 62 shares — an estimated $6.24K sold.

Cullen/Frost Bankers first reported a position in SGOV in Q3 2025 and held it in 1 quarter. The position peaked at $6.24K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Cullen/Frost Bankers reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 62 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $6.24K.
Cullen/Frost Bankers first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
Cullen/Frost Bankers's iShares 0-3 Month Treasury Bond ETF position peaked at $6.24K in Q3 2025.
1,100 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Cullen/Frost Bankers's 13F filing for Q4 2025, filed 6 Feb 2026.