Eagle Bay Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Eagle Bay Advisors’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 Q2	–	Sell	-18,649	Closed	-$1.88M	–	117
2025 Q1	$1.88M	Buy	18,649 +1,158	+7%	+$116K	1.59%	15
2024 Q4	$1.75M	Buy	17,491 +757	+5%	+$76K	1.1%	17
2024 Q3	$1.69M	Buy	16,734 +1,103	+7%	+$111K	0.65%	32
2024 Q2	$1.57M	Buy	15,631 +13,658	+692%	+$1.37M	0.95%	21
2024 Q1	$199K	Buy	1,973 +9	+0.5%	+$905	0.13%	129
2023 Q4	$197K	Sell	1,964 -3,394	-63%	-$341K	0.12%	138
2023 Q3	$539K	Buy	5,358 +2,358	+79%	+$237K	0.25%	61
2023 Q2	$302K	Buy	+3,000	New	+$301K	0.17%	86
2022 Q4	–	Sell	-1	Closed	–	–	1008
2022 Q3	$0	Hold	1	–	–	﹤0.01%	961
2022 Q2	$100	Buy	+1	New	+$100	﹤0.01%	1095

Other funds holding SGOV

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

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

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Eagle Bay Advisors's SGOV Position: Q2 2025 in Review

Eagle Bay Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 18,649 shares — an estimated $1.88M sold.

Eagle Bay Advisors first reported a position in SGOV in Q2 2022 and held it in 10 quarters. The position peaked at $1.88M in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Eagle Bay Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Eagle Bay Advisors sold 18,649 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $1.88M.
Eagle Bay Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
Eagle Bay Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.88M in Q1 2025.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Eagle Bay Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.