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Novak & Powell Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Novak & Powell Financial Services’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
-8,589
Closed -$862K – 159
2024
Q4 		$862K Buy
+8,589
New +$863K 0.51% 47

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

Novak & Powell Financial Services's SGOV Position: Q1 2025 in Review

Novak & Powell Financial Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 8,589 shares — an estimated $862K sold.

Novak & Powell Financial Services first reported a position in SGOV in Q4 2024 and held it in 1 quarter. The position peaked at $862K in Q4 2024. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • Novak & Powell Financial Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Novak & Powell Financial Services sold 8,589 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $862K.
  • Novak & Powell Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Novak & Powell Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $862K in Q4 2024.
  • 862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Novak & Powell Financial Services's 13F filing for Q1 2025, filed 15 May 2025.