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

FullCircle Wealth’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	$590K	Buy	5,872 +10	+0.2%	+$1.01K	0.21%	137
2025 Q2	$589K	Hold	5,862	–	–	0.22%	132
2025 Q1	$590K	Sell	5,862 -500	-8%	-$50.3K	0.24%	118
2024 Q4	$639K	Hold	6,362	–	–	0.26%	116
2024 Q3	$640K	Sell	6,362 -4,620	-42%	-$464K	0.29%	113
2024 Q2	$1.11M	Buy	+10,982	New	+$1.1M	0.54%	58

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

FullCircle Wealth's SGOV Position: Q3 2025 in Review

FullCircle Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.17% in Q3 2025, buying an estimated $1.01K and bringing the position to 5,872 shares worth $590K. The position accounts for 0.21% of the portfolio, ranked #137.

FullCircle Wealth first reported a position in SGOV in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2024. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

FullCircle Wealth held 5,872 shares of iShares 0-3 Month Treasury Bond ETF worth $590K as of Q3 2025.
FullCircle Wealth bought 10 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $1.01K.
iShares 0-3 Month Treasury Bond ETF made up 0.21% of FullCircle Wealth's portfolio in Q3 2025, its #137 holding.
FullCircle Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 6 quarters since.
FullCircle Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.11M in Q2 2024.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.