Libra Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Libra Wealth’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 Q2	–	Sell	-2,158	Closed	-$217K	–	71
2025 Q1	$217K	Buy	+2,158	New	+$217K	0.08%	60
2024 Q2	–	Sell	-2,502	Closed	-$252K	–	58
2024 Q1	$252K	Buy	+2,502	New	+$251K	0.11%	51
2023 Q2	–	Sell	-2,012	Closed	-$202K	–	54
2023 Q1	$202K	Buy	+2,012	New	+$202K	0.12%	49

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Libra Wealth's SGOV Position: Q2 2025 in Review

Libra Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 2,158 shares — an estimated $217K sold.

Libra Wealth first reported a position in SGOV in Q1 2023 and held it in 3 quarters. The position peaked at $252K in Q1 2024. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Libra Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Libra Wealth sold 2,158 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $217K.
Libra Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
Libra Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $252K in Q1 2024.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Libra Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.