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

Pinnacle Wealth Management 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 Q1	–	Sell	-22,524	Closed	-$2.26M	–	123
2024 Q4	$2.26M	Sell	22,524 -2,755	-11%	-$277K	1.41%	22
2024 Q3	$2.55M	Sell	25,279 -65,359	-72%	-$6.57M	1.61%	20
2024 Q2	$9.13M	Buy	90,638 +24,515	+37%	+$2.46M	6.18%	1
2024 Q1	$6.66M	Buy	+66,123	New	+$6.65M	4.95%	2

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

Pinnacle Wealth Management Group's SGOV Position: Q1 2025 in Review

Pinnacle Wealth Management Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 22,524 shares — an estimated $2.26M sold.

Pinnacle Wealth Management Group first reported a position in SGOV in Q1 2024 and held it in 4 quarters. The position peaked at $9.13M in Q2 2024. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Pinnacle Wealth Management Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 22,524 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $2.26M.
Pinnacle Wealth Management Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
Pinnacle Wealth Management Group's iShares 0-3 Month Treasury Bond ETF position peaked at $9.13M in Q2 2024.
862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2025, filed 11 Apr 2025.