Landaas & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Landaas & 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	-4,160	Closed	-$419K	–	129
2025 Q2	$419K	Buy	4,160 +896	+27%	+$90.1K	0.1%	58
2025 Q1	$329K	Hold	3,264	–	–	0.09%	64
2024 Q4	$327K	Buy	+3,264	New	+$328K	0.09%	55

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Landaas & Company's SGOV Position: Q3 2025 in Review

Landaas & Company sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 4,160 shares — an estimated $419K sold.

Landaas & Company first reported a position in SGOV in Q4 2024 and held it in 3 quarters. The position peaked at $419K in Q2 2025. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Landaas & Company reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Landaas & Company sold 4,160 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $419K.
Landaas & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
Landaas & Company's iShares 0-3 Month Treasury Bond ETF position peaked at $419K in Q2 2025.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

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