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MJT & Associates Financial Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MJT & Associates Financial Advisory’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
-14
Closed -$1.41K – 469
2025
Q3 		$1.41K Sell
14
-2
-13% -$201 ﹤0.01% 412
2025
Q2 		$1.61K Hold
16
– – ﹤0.01% 413
2025
Q1 		$1.61K Buy
+16
New +$1.61K ﹤0.01% 415

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

MJT & Associates Financial Advisory's SGOV Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 14 shares — an estimated $1.41K sold.

MJT & Associates Financial Advisory first reported a position in SGOV in Q1 2025 and held it in 3 quarters. The position peaked at $1.61K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 14 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $1.41K.
  • MJT & Associates Financial Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $1.61K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.