IronOak Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

IronOak Wealth’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	$5.03M	Buy	+49,980	New	+$5.02M	4.89%	1

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PFM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

IronOak Wealth's SGOV Position: Q2 2025 in Review

IronOak Wealth opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025: 49,980 shares worth $5.03M. The stake represents 4.89% of the portfolio and ranks #1 among its holdings.

925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

IronOak Wealth held 49,980 shares of iShares 0-3 Month Treasury Bond ETF worth $5.03M as of Q2 2025.
iShares 0-3 Month Treasury Bond ETF was a new IronOak Wealth position in Q2 2025.
iShares 0-3 Month Treasury Bond ETF made up 4.89% of IronOak Wealth's portfolio in Q2 2025, its #1 holding.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.