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New Century Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

New Century Financial Group’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
Q1 		– Sell
-6,626
Closed -$665K – 280
2024
Q4 		$665K Sell
6,626
-113
-2% -$11.4K 0.28% 102
2024
Q3 		$679K Buy
6,739
+941
+16% +$94.6K 0.25% 126
2024
Q2 		$584K Buy
+5,798
New +$583K 0.25% 121

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New Century Financial Group's SGOV Position: Q1 2025 in Review

New Century Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 6,626 shares — an estimated $665K sold.

New Century Financial Group first reported a position in SGOV in Q2 2024 and held it in 3 quarters. The position peaked at $679K in Q3 2024. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • New Century Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 6,626 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $665K.
  • New Century Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $679K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.