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Independence Bank of Kentucky’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Independence Bank of Kentucky’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
-42
Closed -$4.23K – 627
2025
Q1 		$4.23K Hold
42
– – ﹤0.01% 567
2024
Q4 		$4.21K Buy
+42
New +$4.22K ﹤0.01% 569

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Independence Bank of Kentucky's SGOV Position: Q2 2025 in Review

Independence Bank of Kentucky sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 42 shares — an estimated $4.23K sold.

Independence Bank of Kentucky first reported a position in SGOV in Q4 2024 and held it in 2 quarters. The position peaked at $4.23K in Q1 2025. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Independence Bank of Kentucky reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 42 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $4.23K.
  • Independence Bank of Kentucky first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independence Bank of Kentucky's iShares 0-3 Month Treasury Bond ETF position peaked at $4.23K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Independence Bank of Kentucky's 13F filing for Q2 2025, filed 17 Jul 2025.