Millennium Management
SGOV icon

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

Millennium 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
Q3 		– Sell
-13,869
Closed -$1.4M – 6550
2025
Q2 		$1.4M Sell
13,869
-405,353
-97% -$40.7M ﹤0.01% 4173
2025
Q1 		$42.2M Sell
419,222
-79,423
-16% -$7.98M 0.04% 891
2024
Q4 		$50M Sell
498,645
-187,667
-27% -$18.9M 0.04% 782
2024
Q3 		$69.1M Buy
686,312
+210,539
+44% +$21.2M 0.06% 629
2024
Q2 		$47.9M Buy
475,773
+61,601
+15% +$6.19M 0.04% 823
2024
Q1 		$41.7M Buy
414,172
+88,703
+27% +$8.92M 0.04% 950
2023
Q4 		$32.6M Buy
325,469
+40,306
+14% +$4.05M 0.03% 1129
2023
Q3 		$28.7M Buy
285,163
+109,733
+63% +$11M 0.03% 1128
2023
Q2 		$17.7M Buy
175,430
+32,080
+22% +$3.22M 0.02% 1499
2023
Q1 		$14.4M Buy
143,350
+62,459
+77% +$6.27M 0.02% 1619
2022
Q4 		$8.1M Buy
+80,891
New +$8.1M 0.01% 2359

Other funds holding SGOV

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return