FAIM
SGOV icon

Financial Advocates Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Financial Advocates Investment Management’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
-1,997
Closed -$201K – 750
2025
Q1 		$201K Buy
+1,997
New +$201K 0.01% 675

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 $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 $1.81T AUM 41.13% 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

Financial Advocates Investment Management's SGOV Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 1,997 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in SGOV in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,997 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $201K.
  • Financial Advocates Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $201K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.