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Key Financial Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Key Financial Inc’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
Q4 		– Sell
-97
Closed -$9.74K – 1498
2025
Q3 		$9.74K Sell
97
-125
-56% -$12.6K ﹤0.01% 886
2025
Q2 		$22.4K Buy
+222
New +$22.3K ﹤0.01% 668

Other funds holding SGOV

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Key Financial Inc's SGOV Position: Q4 2025 in Review

Key Financial Inc sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 97 shares — an estimated $9.74K sold.

Key Financial Inc first reported a position in SGOV in Q2 2025 and held it in 2 quarters. The position peaked at $22.4K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Key Financial Inc reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Key Financial Inc sold 97 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $9.74K.
  • Key Financial Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Key Financial Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $22.4K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.