IFS Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

IFS Group’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	$399K	Buy	+3,976	New	+$400K	0.35%	76

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFS Group's SGOV Position: Q3 2025 in Review

IFS Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025: 3,976 shares worth $399K. The stake represents 0.35% of the portfolio and ranks #76 among its holdings.

993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

IFS Group held 3,976 shares of iShares 0-3 Month Treasury Bond ETF worth $399K as of Q3 2025.
iShares 0-3 Month Treasury Bond ETF was a new IFS Group position in Q3 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.35% of IFS Group's portfolio in Q3 2025, its #76 holding.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on IFS Group's 13F filing for Q3 2025, filed 10 Nov 2025.