Moloney Securities Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Moloney Securities Asset 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	$247K	Sell	2,456 -2,281	-48%	-$229K	0.03%	403
2025 Q2	$477K	Buy	4,737 +1,515	+47%	+$152K	0.06%	276
2025 Q1	$324K	Sell	3,222 -515	-14%	-$51.8K	0.04%	340
2024 Q4	$375K	Buy	3,737 +578	+18%	+$58.1K	0.05%	305
2024 Q3	$318K	Buy	+3,159	New	+$318K	0.04%	343
2024 Q1	–	Sell	-11,836	Closed	-$1.19M	–	494
2023 Q4	$1.19M	Sell	11,836 -5,000	-30%	-$502K	0.19%	134
2023 Q3	$1.69M	Sell	16,836 -220,789	-93%	-$22.2M	0.31%	77
2023 Q2	$23.9M	Buy	237,625 +20,552	+9%	+$2.06M	4.23%	1
2023 Q1	$21.8M	Buy	217,073 +147,740	+213%	+$14.8M	4.07%	2
2022 Q4	$6.94M	Buy	+69,333	New	+$6.95M	1.53%	6

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

Moloney Securities Asset Management's SGOV Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 48% in Q3 2025, selling an estimated $229K and leaving 2,456 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #403.

Moloney Securities Asset Management first reported a position in SGOV in Q4 2022 and has held it in 10 quarters since. The position peaked at $23.9M in Q2 2023. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Moloney Securities Asset Management held 2,456 shares of iShares 0-3 Month Treasury Bond ETF worth $247K as of Q3 2025.
Moloney Securities Asset Management sold 2,281 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $229K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #403 holding.
Moloney Securities Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Moloney Securities Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $23.9M in Q2 2023.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.