Efficient Frontier Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Efficient Frontier 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	$42.1M	Buy	417,900 +11,049	+3%	+$1.11M	26.71%	1
2025 Q1	$41M	Sell	406,851 -628	-0.2%	-$63.1K	26.64%	1
2024 Q4	$40.9M	Sell	407,479 -7,134	-2%	-$717K	27.03%	1
2024 Q3	$41.8M	Buy	414,613 +32,223	+8%	+$3.24M	27.03%	1
2024 Q2	$38.5M	Buy	382,390 +80,851	+27%	+$8.13M	27.15%	1
2024 Q1	$30.4M	Sell	301,539 -11,931	-4%	-$1.2M	24.05%	3
2023 Q4	$31.4M	Buy	+313,470	New	+$31.5M	26.42%	1

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

Efficient Frontier Advisors's SGOV Position: Q2 2025 in Review

Efficient Frontier Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.7% in Q2 2025, buying an estimated $1.11M and bringing the position to 417,900 shares worth $42.1M. The position accounts for 26.71% of the portfolio, ranked #1.

Efficient Frontier Advisors first reported a position in SGOV in Q4 2023 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Efficient Frontier Advisors held 417,900 shares of iShares 0-3 Month Treasury Bond ETF worth $42.1M as of Q2 2025.
Efficient Frontier Advisors bought 11,049 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $1.11M.
iShares 0-3 Month Treasury Bond ETF made up 26.71% of Efficient Frontier Advisors's portfolio in Q2 2025, its #1 holding.
Efficient Frontier Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.