EAMA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
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