IA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return