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Hager Investment Management Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hager Investment Management Services’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 		– Sell
-194
Closed -$19.5K – 305
2025
Q1 		$19.5K Buy
+194
New +$19.5K 0.01% 188

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Hager Investment Management Services's SGOV Position: Q2 2025 in Review

Hager Investment Management Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 194 shares — an estimated $19.5K sold.

Hager Investment Management Services first reported a position in SGOV in Q1 2025 and held it in 1 quarter. The position peaked at $19.5K in Q1 2025. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Hager Investment Management Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Hager Investment Management Services sold 194 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $19.5K.
  • Hager Investment Management Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Hager Investment Management Services's iShares 0-3 Month Treasury Bond ETF position peaked at $19.5K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Hager Investment Management Services's 13F filing for Q2 2025, filed 23 Jul 2025.