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Michael A Dubis Financial Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Michael A Dubis Financial Planning’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 		$14.4M Sell
142,686
-1,322
-0.9% -$133K 13.94% 2
2024
Q4 		$14.4M Buy
+144,008
New +$14.5M 13.97% 2

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

Michael A Dubis Financial Planning's SGOV Position: Q1 2025 in Review

Michael A Dubis Financial Planning reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.92% in Q1 2025, selling an estimated $133K and leaving 142,686 shares worth $14.4M. The position accounts for 13.94% of the portfolio, ranked #2.

Michael A Dubis Financial Planning first reported a position in SGOV in Q4 2024 and has held it in 2 quarters since. The position peaked at $14.4M in Q4 2024. 865 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • Michael A Dubis Financial Planning held 142,686 shares of iShares 0-3 Month Treasury Bond ETF worth $14.4M as of Q1 2025.
  • Michael A Dubis Financial Planning sold 1,322 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $133K.
  • iShares 0-3 Month Treasury Bond ETF made up 13.94% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #2 holding.
  • Michael A Dubis Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $14.4M in Q4 2024.
  • 865 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.