Kovitz Investment Group Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kovitz Investment Group Partners’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	-1,164,581	Closed	-$117M	–	1175
2025 Q3	$117M	Sell	1,164,581 -192,613	-14%	-$19.4M	0.46%	53
2025 Q2	$137M	Buy	1,357,194 +457,682	+51%	+$46M	0.58%	43
2025 Q1	$90.6M	Buy	899,512 +447,764	+99%	+$45M	0.45%	62
2024 Q4	$45.3M	Buy	451,748 +129,389	+40%	+$13M	0.22%	95
2024 Q3	$21.2M	Buy	322,359 +183,740	+133%	+$18.5M	0.15%	129
2024 Q2	$14M	Sell	138,619 -12,584	-8%	-$1.26M	0.12%	126
2024 Q1	$15.2M	Buy	+151,203	New	+$15.2M	0.19%	75

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Kovitz Investment Group Partners's SGOV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 1,164,581 shares — an estimated $117M sold.

Kovitz Investment Group Partners first reported a position in SGOV in Q1 2024 and held it in 7 quarters. The position peaked at $137M in Q2 2025. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,164,581 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $117M.
Kovitz Investment Group Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $137M in Q2 2025.
1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.