Sandbox Financial Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sandbox Financial Partners’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	–	Sell	-2,654	Closed	-$267K	–	129
2025 Q3	$267K	Sell	2,654 -37	-1%	-$3.72K	0.08%	101
2025 Q2	$271K	Sell	2,691 -80,646	-97%	-$8.11M	0.09%	97
2025 Q1	$8.39M	Buy	+83,337	New	+$8.38M	2.96%	11

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

Sandbox Financial Partners's SGOV Position: Q4 2025 in Review

Sandbox Financial Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 2,654 shares — an estimated $267K sold.

Sandbox Financial Partners first reported a position in SGOV in Q1 2025 and held it in 3 quarters. The position peaked at $8.39M in Q1 2025. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Sandbox Financial Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Sandbox Financial Partners sold 2,654 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $267K.
Sandbox Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
Sandbox Financial Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $8.39M in Q1 2025.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Sandbox Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.