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Michelson Medical Research Foundation’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Michelson Medical Research Foundation’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
-116,226
Closed -$11.7M – 22
2025
Q3 		$11.7M Buy
+116,226
New +$11.7M 10.18% 3
2023
Q3 		– Sell
-119,600
Closed -$12M – 28
2023
Q2 		$12M Buy
+119,600
New +$12M 8.56% 5

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Michelson Medical Research Foundation's SGOV Position: Q4 2025 in Review

Michelson Medical Research Foundation sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 116,226 shares — an estimated $11.7M sold.

Michelson Medical Research Foundation first reported a position in SGOV in Q2 2023 and held it in 2 quarters. The position peaked at $12M in Q2 2023. 1,099 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Michelson Medical Research Foundation reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Michelson Medical Research Foundation sold 116,226 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $11.7M.
  • Michelson Medical Research Foundation first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Michelson Medical Research Foundation's iShares 0-3 Month Treasury Bond ETF position peaked at $12M in Q2 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q4 2025, filed 17 Feb 2026.