EFG Asset Management (Americas)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

EFG Asset Management (Americas)’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	-4,020	Closed	-$405K	–	144
2025 Q1	$405K	Hold	4,020	–	–	0.08%	131
2024 Q4	$403K	Sell	4,020 -279	-6%	-$28K	0.08%	117
2024 Q3	$433K	Buy	4,299 +842	+24%	+$84.6K	0.08%	117
2024 Q2	$348K	Buy	+3,457	New	+$347K	0.07%	119
2024 Q1	–	Sell	-3,457	Closed	-$347K	–	141
2023 Q4	$347K	Buy	3,457 +802	+30%	+$80.5K	0.07%	120
2023 Q3	$266K	Buy	+2,655	New	+$267K	0.06%	130

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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 $5.97B AUM 5.11% 1-Year Est. Return

EFG Asset Management (Americas)'s SGOV Position: Q2 2025 in Review

EFG Asset Management (Americas) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 4,020 shares — an estimated $405K sold.

EFG Asset Management (Americas) first reported a position in SGOV in Q3 2023 and held it in 6 quarters. The position peaked at $433K in Q3 2024. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

EFG Asset Management (Americas) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
EFG Asset Management (Americas) sold 4,020 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $405K.
EFG Asset Management (Americas) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
EFG Asset Management (Americas)'s iShares 0-3 Month Treasury Bond ETF position peaked at $433K in Q3 2024.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2025, filed 12 Aug 2025.