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NC
NewSquare Capital’s
iShares 0-3 Month Treasury Bond ETF
SGOV
Stock Holding History
NewSquare Capital’s Portfolio
SGOV Stock Details
SGOV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Hold
0
–
–
–
1302
Other funds holding SGOV
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Morgan Stanley
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$1.89T AUM
35.08%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
Potomac Fund Management
Miami, Florida
$3.97B AUM
18.34%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$495B AUM
43.24%
1-Year Est. Return
JP Morgan Chase
New York
$1.81T AUM
41.13%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$672B AUM
33.48%
1-Year Est. Return
Cerity Partners
New York
$82.7B AUM
28.53%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$369B AUM
28.27%
1-Year Est. Return
Confluence Investment Management
St. Louis, Missouri
$5.97B AUM
5.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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