Opes Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Opes Wealth Management’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	-2,709	Closed	-$272K	–	148
2024 Q4	$272K	Sell	2,709 -50	-2%	-$5.02K	0.06%	117
2024 Q3	$278K	Sell	2,759 -1,343	-33%	-$135K	0.05%	115
2024 Q2	$413K	Hold	4,102	–	–	0.09%	86
2024 Q1	$413K	Sell	4,102 -1,393	-25%	-$140K	0.1%	91
2023 Q4	$551K	Hold	5,495	–	–	0.13%	75
2023 Q3	$553K	Sell	5,495 -480	-8%	-$48.2K	0.15%	75
2023 Q2	$601K	Hold	5,975	–	–	0.17%	71
2023 Q1	$601K	Buy	+5,975	New	+$599K	0.19%	58

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Opes Wealth Management's SGOV Position: Q1 2025 in Review

Opes Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 2,709 shares — an estimated $272K sold.

Opes Wealth Management first reported a position in SGOV in Q1 2023 and held it in 8 quarters. The position peaked at $601K in Q2 2023. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Opes Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Opes Wealth Management sold 2,709 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $272K.
Opes Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Opes Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $601K in Q2 2023.
862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Opes Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.