First Horizon Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

First Horizon Advisors’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	$23.1K	Buy	229 +68	+42%	+$6.84K	﹤0.01%	1362
2025 Q1	$16.2K	Buy	161 +51	+46%	+$5.13K	﹤0.01%	1414
2024 Q4	$11K	Sell	110 -301	-73%	-$30.2K	﹤0.01%	1554
2024 Q3	$41.4K	Sell	411 -10	-2%	-$1K	﹤0.01%	1068
2024 Q2	$42.5K	Sell	421 -40	-9%	-$4.02K	﹤0.01%	982
2024 Q1	$46.5K	Buy	461 +197	+75%	+$19.8K	﹤0.01%	988
2023 Q4	$26.5K	Sell	264 -6	-2%	-$603	﹤0.01%	1225
2023 Q3	$27.3K	Buy	270 +223	+474%	+$22.4K	﹤0.01%	1119
2023 Q2	$4.76K	Buy	+47	New	+$4.72K	﹤0.01%	1806

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

First Horizon Advisors's SGOV Position: Q2 2025 in Review

First Horizon Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 42% in Q2 2025, buying an estimated $6.84K and bringing the position to 229 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

First Horizon Advisors first reported a position in SGOV in Q2 2023 and has held it in 9 quarters since. The position peaked at $46.5K in Q1 2024. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

First Horizon Advisors held 229 shares of iShares 0-3 Month Treasury Bond ETF worth $23.1K as of Q2 2025.
First Horizon Advisors bought 68 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $6.84K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1362 holding.
First Horizon Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
First Horizon Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $46.5K in Q1 2024.
923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.