Insight Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Insight Advisors’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	-2,756	Closed	-$278K	–	301
2025 Q2	$278K	Sell	2,756 -36	-1%	-$3.62K	0.04%	231
2025 Q1	$281K	Buy	2,792 +453	+19%	+$45.5K	0.05%	226
2024 Q4	$235K	Sell	2,339 -36	-2%	-$3.62K	0.04%	263
2024 Q3	$239K	Buy	2,375 +50	+2%	+$5.03K	0.04%	263
2024 Q2	$234K	Sell	2,325 -60	-3%	-$6.03K	0.04%	259
2024 Q1	$240K	Sell	2,385 -252	-10%	-$25.3K	0.05%	262
2023 Q4	$264K	Buy	2,637 +16	+0.6%	+$1.61K	0.06%	230
2023 Q3	$264K	Buy	+2,621	New	+$263K	0.06%	225

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

Insight Advisors's SGOV Position: Q3 2025 in Review

Insight Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,756 shares — an estimated $278K sold.

Insight Advisors first reported a position in SGOV in Q3 2023 and held it in 8 quarters. The position peaked at $281K in Q1 2025. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Insight Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Insight Advisors sold 2,756 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $278K.
Insight Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
Insight Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $281K in Q1 2025.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Insight Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.