Mid-American Wealth Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-114	Closed	-$11.5K	–	273
2025 Q2	$11.5K	Buy	+114	New	+$11.5K	0.01%	158
2024 Q3	–	Sell	-10,126	Closed	-$1.02M	–	60
2024 Q2	$1.02M	Sell	10,126 -51,902	-84%	-$5.22M	0.65%	22
2024 Q1	$6.25M	Sell	62,028 -92,749	-60%	-$9.32M	4.21%	6
2023 Q4	$15.5M	Buy	+154,777	New	+$15.5M	11.52%	2

Other funds holding SGOV

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid-American Wealth Advisory Group's SGOV Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 114 shares — an estimated $11.5K sold.

Mid-American Wealth Advisory Group first reported a position in SGOV in Q4 2023 and held it in 4 quarters. The position peaked at $15.5M in Q4 2023. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 114 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $11.5K.
Mid-American Wealth Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
Mid-American Wealth Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $15.5M in Q4 2023.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.