L.M. Kohn & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

L.M. Kohn & Company’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	-2,218	Closed	-$223K	–	248
2025 Q2	$223K	Buy	+2,218	New	+$223K	0.06%	247

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

L.M. Kohn & Company's SGOV Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,218 shares — an estimated $223K sold.

L.M. Kohn & Company first reported a position in SGOV in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

L.M. Kohn & Company reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 2,218 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $223K.
L.M. Kohn & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
L.M. Kohn & Company's iShares 0-3 Month Treasury Bond ETF position peaked at $223K in Q2 2025.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.