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

Prosperity 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 Q4	$1.28M	Sell	12,717 -4,092	-24%	-$411K	0.43%	45
2025 Q3	$1.69M	Sell	16,809 -373	-2%	-$37.5K	0.57%	35
2025 Q2	$1.73M	Sell	17,182 -4,372	-20%	-$440K	0.64%	31
2025 Q1	$2.17M	Buy	21,554 +7,330	+52%	+$737K	1.02%	18
2024 Q4	$1.43M	Sell	14,224 -64	-0.4%	-$6.43K	0.59%	28
2024 Q3	$1.44M	Buy	14,288 +67	+0.5%	+$6.74K	0.58%	29
2024 Q2	$1.43M	Sell	14,221 -20,340	-59%	-$2.04M	0.7%	28
2024 Q1	$3.48M	Sell	34,561 -1,165	-3%	-$117K	1.65%	11
2023 Q4	$3.58M	Buy	35,726 +1,440	+4%	+$145K	2.33%	8
2023 Q3	$3.45M	Buy	34,286 +457	+1%	+$45.9K	2.22%	8
2023 Q2	$3.4M	Sell	33,829 -662	-2%	-$66.5K	2.2%	8
2023 Q1	$3.47M	Sell	34,491 -37	-0.1%	-$3.71K	2.75%	8
2022 Q4	$3.46M	Buy	+34,528	New	+$3.46M	3.26%	7

Other funds holding SGOV

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prosperity Wealth Management's SGOV Position: Q4 2025 in Review

Prosperity Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q4 2025, selling an estimated $411K and leaving 12,717 shares worth $1.28M. The position accounts for 0.43% of the portfolio, ranked #45.

Prosperity Wealth Management first reported a position in SGOV in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.58M in Q4 2023. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Prosperity Wealth Management held 12,717 shares of iShares 0-3 Month Treasury Bond ETF worth $1.28M as of Q4 2025.
Prosperity Wealth Management sold 4,092 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $411K.
iShares 0-3 Month Treasury Bond ETF made up 0.43% of Prosperity Wealth Management's portfolio in Q4 2025, its #45 holding.
Prosperity Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $3.58M in Q4 2023.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.