Meritage Portfolio Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Meritage Portfolio 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	-3,379	Closed	-$340K	–	343
2025 Q1	$340K	Hold	3,379	–	–	0.02%	275
2024 Q4	$339K	Buy	+3,379	New	+$339K	0.02%	281
2024 Q3	–	Sell	-2,964	Closed	-$299K	–	344
2024 Q2	$299K	Sell	2,964 -431	-13%	-$43.3K	0.02%	296
2024 Q1	$342K	Sell	3,395 -880	-21%	-$88.4K	0.02%	283
2023 Q4	$429K	Buy	+4,275	New	+$429K	0.03%	262

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 $5.97B AUM 5.11% 1-Year Est. Return

Meritage Portfolio Management's SGOV Position: Q2 2025 in Review

Meritage Portfolio Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 3,379 shares — an estimated $340K sold.

Meritage Portfolio Management first reported a position in SGOV in Q4 2023 and held it in 5 quarters. The position peaked at $429K in Q4 2023. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Meritage Portfolio Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Meritage Portfolio Management sold 3,379 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $340K.
Meritage Portfolio Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Meritage Portfolio Management's iShares 0-3 Month Treasury Bond ETF position peaked at $429K in Q4 2023.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Meritage Portfolio Management's 13F filing for Q2 2025, filed 25 Jul 2025.