Financial Counselors Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Financial Counselors Inc’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	-3,025	Closed	-$305K	–	434
2025 Q1	$305K	Sell	3,025 -1,280	-30%	-$129K	﹤0.01%	501
2024 Q4	$432K	Buy	4,305 +946	+28%	+$95K	0.01%	432
2024 Q3	$338K	Buy	3,359 +1,280	+62%	+$129K	0.01%	492
2024 Q2	$209K	Hold	2,079	–	–	﹤0.01%	537
2024 Q1	$209K	Hold	2,079	–	–	﹤0.01%	552
2023 Q4	$208K	Buy	+2,079	New	+$209K	﹤0.01%	546

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Financial Counselors Inc's SGOV Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 3,025 shares — an estimated $305K sold.

Financial Counselors Inc first reported a position in SGOV in Q4 2023 and held it in 6 quarters. The position peaked at $432K in Q4 2024. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Financial Counselors Inc reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 3,025 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $305K.
Financial Counselors Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Financial Counselors Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $432K in Q4 2024.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.