Sage Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sage Advisors’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	$778K	Buy	+7,751	New	+$779K	0.52%	23

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

Sage Advisors's SGOV Position: Q4 2025 in Review

Sage Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025: 7,751 shares worth $778K. The stake represents 0.52% of the portfolio and ranks #23 among its holdings.

1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Sage Advisors held 7,751 shares of iShares 0-3 Month Treasury Bond ETF worth $778K as of Q4 2025.
iShares 0-3 Month Treasury Bond ETF was a new Sage Advisors position in Q4 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.52% of Sage Advisors's portfolio in Q4 2025, its #23 holding.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.