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

Forum Financial 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
Q3 		– Sell
-2,971
Closed -$299K – 1050
2025
Q2 		$299K Buy
+2,971
New +$299K ﹤0.01% 667

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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 $377B AUM 19.32% 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
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forum Financial Management's SGOV Position: Q3 2025 in Review

Forum Financial Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,971 shares — an estimated $299K sold.

Forum Financial Management first reported a position in SGOV in Q2 2025 and held it in 1 quarter. The position peaked at $299K in Q2 2025. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

  • Forum Financial Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,971 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $299K.
  • Forum Financial Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Forum Financial Management's iShares 0-3 Month Treasury Bond ETF position peaked at $299K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.