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First National Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

First National Trust’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
-3,027
Closed -$305K – 408
2024
Q3 		$305K Buy
3,027
+71
+2% +$7.14K 0.01% 340
2024
Q2 		$298K Buy
2,956
+708
+31% +$71.2K 0.01% 332
2024
Q1 		$226K Sell
2,248
-499
-18% -$50.2K 0.01% 359
2023
Q4 		$275K Buy
+2,747
New +$276K 0.01% 327

Other funds holding SGOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

First National Trust's SGOV Position: Q4 2024 in Review

First National Trust sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 3,027 shares — an estimated $305K sold.

First National Trust first reported a position in SGOV in Q4 2023 and held it in 4 quarters. The position peaked at $305K in Q3 2024. 766 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • First National Trust reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • First National Trust sold 3,027 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $305K.
  • First National Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • First National Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $305K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on First National Trust's 13F filing for Q4 2024, filed 10 Feb 2025.