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

MB Generational 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
Q1 		– Sell
-11,034
Closed -$1.11M – 53
2024
Q4 		$1.11M Buy
+11,034
New +$1.11M 0.81% 21
2024
Q2 		– Sell
-11,101
Closed -$53.8K – 65
2024
Q1 		$53.8K Buy
+11,101
New +$1.12M 0.04% 55

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MB Generational Wealth's SGOV Position: Q1 2025 in Review

MB Generational Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 11,034 shares — an estimated $1.11M sold.

MB Generational Wealth first reported a position in SGOV in Q1 2024 and held it in 2 quarters. The position peaked at $1.11M in Q4 2024. 866 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • MB Generational Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MB Generational Wealth sold 11,034 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $1.11M.
  • MB Generational Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • MB Generational Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.11M in Q4 2024.
  • 866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on MB Generational Wealth's 13F filing for Q1 2025, filed 2 May 2025.