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Essex Savings Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Essex Savings Bank’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
-2,931
Closed -$295K – 318
2025
Q1 		$295K Buy
+2,931
New +$295K 0.07% 215

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Essex Savings Bank's SGOV Position: Q2 2025 in Review

Essex Savings Bank sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 2,931 shares — an estimated $295K sold.

Essex Savings Bank first reported a position in SGOV in Q1 2025 and held it in 1 quarter. The position peaked at $295K in Q1 2025. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Essex Savings Bank reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Essex Savings Bank sold 2,931 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $295K.
  • Essex Savings Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Essex Savings Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $295K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Essex Savings Bank's 13F filing for Q2 2025, filed 11 Jul 2025.