Pure Portfolios Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pure Portfolios Holdings’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	$1.07M	Sell	10,650 -80	-0.7%	-$8.04K	0.32%	39
2025 Q3	$1.08M	Buy	10,730 +2,416	+29%	+$243K	0.34%	40
2025 Q2	$837K	Buy	8,314 +73	+0.9%	+$7.34K	0.28%	43
2025 Q1	$830K	Buy	8,241 +5,357	+186%	+$538K	0.3%	39
2024 Q4	$289K	Buy	2,884 +46	+2%	+$4.62K	0.11%	81
2024 Q3	$286K	Buy	+2,838	New	+$285K	0.11%	85

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

Pure Portfolios Holdings's SGOV Position: Q4 2025 in Review

Pure Portfolios Holdings reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.75% in Q4 2025, selling an estimated $8.04K and leaving 10,650 shares worth $1.07M. The position accounts for 0.32% of the portfolio, ranked #39.

Pure Portfolios Holdings first reported a position in SGOV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Pure Portfolios Holdings held 10,650 shares of iShares 0-3 Month Treasury Bond ETF worth $1.07M as of Q4 2025.
Pure Portfolios Holdings sold 80 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $8.04K.
iShares 0-3 Month Treasury Bond ETF made up 0.32% of Pure Portfolios Holdings's portfolio in Q4 2025, its #39 holding.
Pure Portfolios Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Pure Portfolios Holdings's iShares 0-3 Month Treasury Bond ETF position peaked at $1.08M in Q3 2025.
1,099 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.