Elevation Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Elevation Wealth Partners’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 Q3	–	Sell	-17,097	Closed	-$1.72M	–	881
2025 Q2	$1.72M	Buy	17,097 +176	+1%	+$17.7K	0.68%	34
2025 Q1	$1.7M	Buy	16,921 +113	+0.7%	+$11.4K	0.74%	30
2024 Q4	$1.69M	Buy	+16,808	New	+$1.69M	0.71%	28

Other funds holding SGOV

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elevation Wealth Partners's SGOV Position: Q3 2025 in Review

Elevation Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 17,097 shares — an estimated $1.72M sold.

Elevation Wealth Partners first reported a position in SGOV in Q4 2024 and held it in 3 quarters. The position peaked at $1.72M in Q2 2025. 992 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Elevation Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Elevation Wealth Partners sold 17,097 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $1.72M.
Elevation Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
Elevation Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.72M in Q2 2025.
992 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Elevation Wealth Partners's 13F filing for Q3 2025, filed 6 Oct 2025.