MN Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

MN Wealth Advisors’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	-3,053	Closed	-$307K	–	130
2025 Q3	$307K	Buy	3,053 +32	+1%	+$3.22K	0.16%	89
2025 Q2	$304K	Sell	3,021 -35,011	-92%	-$3.52M	0.18%	91
2025 Q1	$3.83M	Sell	38,032 -20,801	-35%	-$2.09M	2.25%	11
2024 Q4	$5.9M	Buy	58,833 +44,263	+304%	+$4.45M	3.32%	8
2024 Q3	$1.47M	Buy	14,570 +10,028	+221%	+$1.01M	0.83%	26
2024 Q2	$457K	Sell	4,542 -537	-11%	-$54K	0.27%	69
2024 Q1	$512K	Buy	5,079 +690	+16%	+$69.3K	0.32%	62
2023 Q4	$440K	Buy	+4,389	New	+$441K	0.3%	62

Other funds holding SGOV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

MN Wealth Advisors's SGOV Position: Q4 2025 in Review

MN Wealth Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 3,053 shares — an estimated $307K sold.

MN Wealth Advisors first reported a position in SGOV in Q4 2023 and held it in 8 quarters. The position peaked at $5.9M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

MN Wealth Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
MN Wealth Advisors sold 3,053 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $307K.
MN Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
MN Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $5.9M in Q4 2024.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on MN Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.