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

Moser 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
Q2 		$2.52K Hold
25
– – ﹤0.01% 184
2025
Q1 		$2.52K Buy
+25
New +$2.51K ﹤0.01% 149

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Moser Wealth Advisors's SGOV Position: Q2 2025 in Review

Moser Wealth Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2025 at 25 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Moser Wealth Advisors first reported a position in SGOV in Q1 2025 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Moser Wealth Advisors held 25 shares of iShares 0-3 Month Treasury Bond ETF worth $2.52K as of Q2 2025.
  • Moser Wealth Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2025.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #184 holding.
  • Moser Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.