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PCG Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

PCG Wealth Advisors’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
Q2 		– Sell
-2,850
Closed -$287K – 134
2025
Q1 		$287K Buy
+2,850
New +$286K 0.1% 107

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
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PCG Wealth Advisors's SGOV Position: Q2 2025 in Review

PCG Wealth Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 2,850 shares — an estimated $287K sold.

PCG Wealth Advisors first reported a position in SGOV in Q1 2025 and held it in 1 quarter. The position peaked at $287K in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • PCG Wealth Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • PCG Wealth Advisors sold 2,850 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $287K.
  • PCG Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • PCG Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $287K in Q1 2025.
  • 922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on PCG Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.