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Portfolio Design Labs’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Portfolio Design Labs’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
-75,218
Closed -$7.57M – 193
2025
Q1 		$7.57M Hold
75,218
– – 1.56% 13
2024
Q4 		$7.55M Buy
+75,218
New +$7.56M 1.55% 10

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

Portfolio Design Labs's SGOV Position: Q2 2025 in Review

Portfolio Design Labs sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 75,218 shares — an estimated $7.57M sold.

Portfolio Design Labs first reported a position in SGOV in Q4 2024 and held it in 2 quarters. The position peaked at $7.57M in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Portfolio Design Labs reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Portfolio Design Labs sold 75,218 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $7.57M.
  • Portfolio Design Labs first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Portfolio Design Labs's iShares 0-3 Month Treasury Bond ETF position peaked at $7.57M in Q1 2025.
  • 922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Portfolio Design Labs's 13F filing for Q2 2025, filed 13 Aug 2025.