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

Hedeker 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 Q2	–	Sell	-3,694	Closed	-$372K	–	92
2025 Q1	$372K	Buy	3,694 +10	+0.3%	+$1K	0.1%	84
2024 Q4	$370K	Buy	3,684 +1,441	+64%	+$145K	0.09%	84
2024 Q3	$226K	Buy	+2,243	New	+$225K	0.06%	82

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Hedeker Wealth's SGOV Position: Q2 2025 in Review

Hedeker Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 3,694 shares — an estimated $372K sold.

Hedeker Wealth first reported a position in SGOV in Q3 2024 and held it in 3 quarters. The position peaked at $372K in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Hedeker Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Hedeker Wealth sold 3,694 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $372K.
Hedeker Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
Hedeker Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $372K in Q1 2025.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Hedeker Wealth's 13F filing for Q2 2025, filed 8 Aug 2025.