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

New Millennium 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 Q4	$624K	Sell	6,220 -7,569	-55%	-$761K	0.27%	37
2025 Q3	$1.39M	Buy	13,789 +3,770	+38%	+$379K	0.63%	32
2025 Q2	$1.01M	Buy	10,019 +5,876	+142%	+$591K	0.56%	34
2025 Q1	$417K	Buy	4,143 +2,336	+129%	+$235K	0.27%	36
2024 Q4	$181K	Buy	1,807 +1,329	+278%	+$134K	0.11%	53
2024 Q3	$48K	Sell	478 -22,075	-98%	-$2.22M	0.03%	95
2024 Q2	$2.27M	Sell	22,553 -12,850	-36%	-$1.29M	1.48%	19
2024 Q1	$3.57M	Buy	35,403 +19,803	+127%	+$1.99M	2.69%	9
2023 Q4	$1.56M	Buy	15,600 +14,796	+1,840%	+$1.49M	1.38%	21
2023 Q3	$81K	Buy	804 +590	+276%	+$59.3K	0.07%	61
2023 Q2	$21.6K	Sell	214 -582	-73%	-$58.4K	0.02%	132
2023 Q1	$80.2K	Sell	796 -32,443	-98%	-$3.25M	0.08%	77
2022 Q4	$3.33M	Buy	33,239 +44	+0.1%	+$4.41K	3.55%	10
2022 Q3	$3.33M	Buy	+33,195	New	+$3.32M	3.67%	8

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

New Millennium Group's SGOV Position: Q4 2025 in Review

New Millennium Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q4 2025, selling an estimated $761K and leaving 6,220 shares worth $624K. The position accounts for 0.27% of the portfolio, ranked #37.

New Millennium Group first reported a position in SGOV in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.57M in Q1 2024. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

New Millennium Group held 6,220 shares of iShares 0-3 Month Treasury Bond ETF worth $624K as of Q4 2025.
New Millennium Group sold 7,569 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $761K.
iShares 0-3 Month Treasury Bond ETF made up 0.27% of New Millennium Group's portfolio in Q4 2025, its #37 holding.
New Millennium Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
New Millennium Group's iShares 0-3 Month Treasury Bond ETF position peaked at $3.57M in Q1 2024.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.