EK
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Evensky & Katz’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Evensky & Katz’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
2024
Q4 		– Sell
-369
Closed -$37K – 81
2024
Q3 		$37K Buy
+369
New +$37.1K ﹤0.01% 78
2024
Q2 		– Sell
-795
Closed -$80K – 88
2024
Q1 		$80K Sell
795
-269,800
-100% -$27.1M 0.01% 78
2023
Q4 		$27.1M Buy
270,595
+270,041
+48,744% +$27.1M 2.04% 15
2023
Q3 		$56K Buy
+554
New +$55.6K ﹤0.01% 77

Other funds holding SGOV

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Evensky & Katz's SGOV Position: Q4 2024 in Review

Evensky & Katz sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 369 shares — an estimated $37K sold.

Evensky & Katz first reported a position in SGOV in Q3 2023 and held it in 4 quarters. The position peaked at $27.1M in Q4 2023. 770 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Evensky & Katz reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Evensky & Katz sold 369 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $37K.
  • Evensky & Katz first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
  • Evensky & Katz's iShares 0-3 Month Treasury Bond ETF position peaked at $27.1M in Q4 2023.
  • 770 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Evensky & Katz's 13F filing for Q4 2024, filed 14 Feb 2025.