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Embree Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Embree Financial Group’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
Q1 		– Sell
-7,668
Closed -$769K – 209
2024
Q4 		$769K Buy
7,668
+201
+3% +$20.2K 0.13% 98
2024
Q3 		$752K Buy
+7,467
New +$751K 0.13% 95

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Embree Financial Group's SGOV Position: Q1 2025 in Review

Embree Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 7,668 shares — an estimated $769K sold.

Embree Financial Group first reported a position in SGOV in Q3 2024 and held it in 2 quarters. The position peaked at $769K in Q4 2024. 865 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • Embree Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Embree Financial Group sold 7,668 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $769K.
  • Embree Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Embree Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $769K in Q4 2024.
  • 865 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Embree Financial Group's 13F filing for Q1 2025, filed 23 Apr 2025.