M & L Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

M & L Capital Management’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	-74,700	Closed	-$7.52M	–	30
2025 Q1	$7.52M	Hold	74,700	–	–	2.25%	11
2024 Q4	$7.49M	Buy	+74,700	New	+$7.5M	1.83%	11

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PFM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

M & L Capital Management's SGOV Position: Q2 2025 in Review

M & L Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 74,700 shares — an estimated $7.52M sold.

M & L Capital Management first reported a position in SGOV in Q4 2024 and held it in 2 quarters. The position peaked at $7.52M in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

M & L Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
M & L Capital Management sold 74,700 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $7.52M.
M & L Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
M & L Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $7.52M in Q1 2025.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on M & L Capital Management's 13F filing for Q2 2025, filed 7 Jul 2025.