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

Montag & Associates’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
-31
Closed -$3.14K – 1136
2025
Q3 		$3.14K Buy
+31
New +$3.12K ﹤0.01% 861
2023
Q4 		– Sell
-800
Closed -$80.5K – 935
2023
Q3 		$80.5K Buy
+800
New +$80.4K 0.01% 476

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.81T AUM 41.13% 1-Year Est. Return

Montag & Associates's SGOV Position: Q4 2025 in Review

Montag & Associates sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 31 shares — an estimated $3.14K sold.

Montag & Associates first reported a position in SGOV in Q3 2023 and held it in 2 quarters. The position peaked at $80.5K in Q3 2023. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Montag & Associates reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 31 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $3.14K.
  • Montag & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Montag & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $80.5K in Q3 2023.
  • 1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.