Hazlett, Burt & Watson’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Hazlett, Burt & Watson’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	-112	Closed	-$11K	–	917
2025 Q2	$11K	Sell	112 -135	-55%	-$13.6K	﹤0.01%	574
2025 Q1	$25K	Sell	247 -800	-76%	-$80.4K	0.01%	466
2024 Q4	$105K	Buy	+1,047	New	+$105K	0.05%	273

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

Hazlett, Burt & Watson's SGOV Position: Q3 2025 in Review

Hazlett, Burt & Watson sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 112 shares — an estimated $11K sold.

Hazlett, Burt & Watson first reported a position in SGOV in Q4 2024 and held it in 3 quarters. The position peaked at $105K in Q4 2024. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Hazlett, Burt & Watson reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 112 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $11K.
Hazlett, Burt & Watson first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
Hazlett, Burt & Watson's iShares 0-3 Month Treasury Bond ETF position peaked at $105K in Q4 2024.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2025, filed 4 Nov 2025.