Main Street Financial Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Main Street Financial Solutions’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	-3,800	Closed	-$383K	–	632
2025 Q3	$383K	Hold	3,800	–	–	0.02%	446
2025 Q2	$383K	Hold	3,800	–	–	0.03%	406
2025 Q1	$383K	Buy	+3,800	New	+$382K	0.03%	364
2024 Q4	–	Sell	-7,525	Closed	-$758K	–	556
2024 Q3	$758K	Sell	7,525 -99	-1%	-$9.95K	0.07%	246
2024 Q2	$768K	Buy	7,624 +66	+0.9%	+$6.63K	0.07%	234
2024 Q1	$761K	Buy	+7,558	New	+$760K	0.08%	235
2023 Q4	–	Sell	-4,838	Closed	-$487K	–	486
2023 Q3	$487K	Buy	4,838 +34	+0.7%	+$3.42K	0.07%	256
2023 Q2	$483K	Sell	4,804 -307	-6%	-$30.8K	0.07%	268
2023 Q1	$514K	Buy	5,111 +2,901	+131%	+$291K	0.08%	249
2022 Q4	$221K	Buy	+2,210	New	+$221K	0.03%	403

Other funds holding SGOV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Main Street Financial Solutions's SGOV Position: Q4 2025 in Review

Main Street Financial Solutions sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 3,800 shares — an estimated $383K sold.

Main Street Financial Solutions first reported a position in SGOV in Q4 2022 and held it in 10 quarters. The position peaked at $768K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Main Street Financial Solutions reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Main Street Financial Solutions sold 3,800 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $383K.
Main Street Financial Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
Main Street Financial Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $768K in Q2 2024.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.