FSA Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

FSA Wealth 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	$151K	Hold	1,500	–	–	0.06%	69
2025 Q2	$151K	Buy	+1,500	New	+$151K	0.06%	67
2024 Q1	–	Sell	-408	Closed	-$41K	–	635
2023 Q4	$41K	Buy	+408	New	+$41K	0.02%	157

Other funds holding SGOV

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSA Wealth Management's SGOV Position: Q3 2025 in Review

FSA Wealth Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2025 at 1,500 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #69.

FSA Wealth Management first reported a position in SGOV in Q4 2023 and has held it in 3 quarters since. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

FSA Wealth Management held 1,500 shares of iShares 0-3 Month Treasury Bond ETF worth $151K as of Q3 2025.
FSA Wealth Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of FSA Wealth Management's portfolio in Q3 2025, its #69 holding.
FSA Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.