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

Rockwood 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 Q3	–	Sell	-2,489	Closed	-$251K	–	114
2025 Q2	$251K	Hold	2,489	–	–	0.02%	90
2025 Q1	$251K	Hold	2,489	–	–	0.03%	83
2024 Q4	$250K	Sell	2,489 -1,265	-34%	-$127K	0.03%	79
2024 Q3	$378K	Buy	+3,754	New	+$377K	0.04%	59
2023 Q3	–	Sell	-5,175	Closed	-$521K	–	77
2023 Q2	$521K	Sell	5,175 -686	-12%	-$68.9K	0.09%	44
2023 Q1	$590K	Sell	5,861 -239	-4%	-$24K	0.12%	39
2022 Q4	$611K	Buy	6,100 +125	+2%	+$12.5K	0.14%	37
2022 Q3	$599K	Buy	5,975 +2,964	+98%	+$297K	0.19%	32
2022 Q2	$301K	Buy	+3,011	New	+$301K	0.14%	53

Other funds holding SGOV

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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

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

GAG

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

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

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

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

Rockwood Wealth Management's SGOV Position: Q3 2025 in Review

Rockwood Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,489 shares — an estimated $251K sold.

Rockwood Wealth Management first reported a position in SGOV in Q2 2022 and held it in 9 quarters. The position peaked at $611K in Q4 2022. 992 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Rockwood Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Rockwood Wealth Management sold 2,489 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $251K.
Rockwood Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 9 quarters.
Rockwood Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $611K in Q4 2022.
992 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Rockwood Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.