Johnson Financial Group Inc (Wisconsin)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-689	Closed	-$69.4K	–	1092
2025 Q2	$69.4K	Sell	689 -866	-56%	-$87.1K	﹤0.01%	422
2025 Q1	$157K	Buy	+1,555	New	+$156K	0.01%	401
2024 Q4	–	Sell	-5	Closed	-$504	–	974
2024 Q3	$504	Buy	+5	New	+$503	﹤0.01%	896

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PFM

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SGOV Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 689 shares — an estimated $69.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SGOV in Q3 2024 and held it in 3 quarters. The position peaked at $157K in Q1 2025. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 689 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $69.4K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares 0-3 Month Treasury Bond ETF position peaked at $157K in Q1 2025.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.