Israel Englander’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Israel Englander’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	-13,869	Closed	-$1.4M	–	6421
2025 Q2	$1.4M	Sell	13,869 -405,353	-97%	-$40.7M	﹤0.01%	4173
2025 Q1	$42.2M	Sell	419,222 -79,423	-16%	-$7.98M	0.02%	891
2024 Q4	$50M	Sell	498,645 -187,667	-27%	-$18.9M	0.02%	782
2024 Q3	$69.1M	Buy	686,312 +210,539	+44%	+$21.2M	0.03%	629
2024 Q2	$47.9M	Buy	475,773 +61,601	+15%	+$6.19M	0.02%	823
2024 Q1	$41.7M	Buy	414,172 +88,703	+27%	+$8.92M	0.02%	950
2023 Q4	$32.6M	Buy	325,469 +40,306	+14%	+$4.05M	0.01%	1129
2023 Q3	$28.7M	Buy	285,163 +109,733	+63%	+$11M	0.01%	1128
2023 Q2	$17.7M	Buy	175,430 +32,080	+22%	+$3.22M	0.01%	1499
2023 Q1	$14.4M	Buy	143,350 +62,459	+77%	+$6.27M	0.01%	1619
2022 Q4	$8.1M	Buy	+80,891	New	+$8.1M	﹤0.01%	2359

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

Israel Englander's SGOV Position: Q3 2025 in Review

Israel Englander sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 13,869 shares — an estimated $1.4M sold.

Israel Englander first reported a position in SGOV in Q4 2022 and held it in 11 quarters. The position peaked at $69.1M in Q3 2024. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Israel Englander reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Israel Englander sold 13,869 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $1.4M.
Israel Englander first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
Israel Englander's iShares 0-3 Month Treasury Bond ETF position peaked at $69.1M in Q3 2024.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Millennium Management's 13F filing for Q3 2025, filed 14 Nov 2025.