IDA
SGOV icon

Intelligence Driven Advisers’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Intelligence Driven Advisers’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
-2,313
Closed -$233K – 128
2025
Q2 		$233K Sell
2,313
-1,143
-33% -$115K 0.04% 106
2025
Q1 		$348K Buy
+3,456
New +$347K 0.07% 66

Other funds holding SGOV

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intelligence Driven Advisers's SGOV Position: Q3 2025 in Review

Intelligence Driven Advisers sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,313 shares — an estimated $233K sold.

Intelligence Driven Advisers first reported a position in SGOV in Q1 2025 and held it in 2 quarters. The position peaked at $348K in Q1 2025. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

  • Intelligence Driven Advisers reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Intelligence Driven Advisers sold 2,313 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $233K.
  • Intelligence Driven Advisers first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • Intelligence Driven Advisers's iShares 0-3 Month Treasury Bond ETF position peaked at $348K in Q1 2025.
  • 993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Intelligence Driven Advisers's 13F filing for Q3 2025, filed 10 Nov 2025.