M1FG
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Mach-1 Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mach-1 Financial Group’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
-3,652
Closed -$368K – 424
2025
Q3 		$368K Buy
+3,652
New +$367K 0.06% 150

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mach-1 Financial Group's SGOV Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 3,652 shares — an estimated $368K sold.

Mach-1 Financial Group first reported a position in SGOV in Q3 2025 and held it in 1 quarter. The position peaked at $368K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Mach-1 Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,652 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $368K.
  • Mach-1 Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $368K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.