Merriman Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Merriman Wealth 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
2024 Q4	$35.5M	Buy	353,423 +323,687	+1,089%	+$32.5M	1.48%	15
2024 Q3	$3M	Sell	29,736 -15,496	-34%	-$1.56M	0.12%	65
2024 Q2	$4.56M	Sell	45,232 -5,082	-10%	-$511K	0.2%	54
2024 Q1	$5.07M	Buy	50,314 +23,152	+85%	+$2.33M	0.23%	50
2023 Q4	$2.72M	Sell	27,162 -314,617	-92%	-$31.6M	0.13%	65
2023 Q3	$34.4M	Buy	341,779 +306,756	+876%	+$30.8M	1.78%	13
2023 Q2	$3.52M	Buy	35,023 +13,369	+62%	+$1.34M	0.17%	65
2023 Q1	$2.18M	Sell	21,654 -121,520	-85%	-$12.2M	0.11%	64
2022 Q4	$14.3M	Sell	143,174 -1,327,299	-90%	-$133M	0.74%	18
2022 Q3	$147M	Buy	+1,470,473	New	+$147M	9.66%	4

Other funds holding SGOV

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

WFMPM

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Merriman Wealth Management's SGOV Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1,089% in Q4 2024, buying an estimated $32.5M and bringing the position to 353,423 shares worth $35.5M. The position accounts for 1.48% of the portfolio, ranked #15.

Merriman Wealth Management first reported a position in SGOV in Q3 2022 and has held it in 10 quarters since. The position peaked at $147M in Q3 2022. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

Merriman Wealth Management held 353,423 shares of iShares 0-3 Month Treasury Bond ETF worth $35.5M as of Q4 2024.
Merriman Wealth Management bought 323,687 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $32.5M.
iShares 0-3 Month Treasury Bond ETF made up 1.48% of Merriman Wealth Management's portfolio in Q4 2024, its #15 holding.
Merriman Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 10 quarters since.
Merriman Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $147M in Q3 2022.
767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.