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Good Life Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Good Life 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 		$1.45M Buy
14,371
+2,245
+19% +$226K 0.09% 170
2025
Q1 		$1.22M Sell
12,126
-736
-6% -$74K 0.09% 176
2024
Q4 		$1.29M Buy
12,862
+148
+1% +$14.9K 0.09% 164
2024
Q3 		$1.28M Sell
12,714
-225
-2% -$22.6K 0.08% 188
2024
Q2 		$1.3M Buy
+12,939
New +$1.3M 0.11% 155

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Good Life Advisors's SGOV Position: Q2 2025 in Review

Good Life Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2025, buying an estimated $226K and bringing the position to 14,371 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #170.

Good Life Advisors first reported a position in SGOV in Q2 2024 and has held it in 5 quarters since. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Good Life Advisors held 14,371 shares of iShares 0-3 Month Treasury Bond ETF worth $1.45M as of Q2 2025.
  • Good Life Advisors bought 2,245 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $226K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.09% of Good Life Advisors's portfolio in Q2 2025, its #170 holding.
  • Good Life Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.