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

Second Half 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 Q1	–	Sell	-4,513	Closed	-$453K	–	98
2024 Q4	$453K	Sell	4,513 -1,515	-25%	-$152K	0.22%	56
2024 Q3	$607K	Buy	6,028 +3,845	+176%	+$387K	0.32%	52
2024 Q2	$220K	Buy	+2,183	New	+$219K	0.18%	35
2023 Q3	–	Sell	-20,543	Closed	-$2.07M	–	120
2023 Q2	$2.07M	Buy	+20,543	New	+$2.06M	0.47%	65

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Second Half Financial Partners's SGOV Position: Q1 2025 in Review

Second Half Financial Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 4,513 shares — an estimated $453K sold.

Second Half Financial Partners first reported a position in SGOV in Q2 2023 and held it in 4 quarters. The position peaked at $2.07M in Q2 2023. 866 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Second Half Financial Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Second Half Financial Partners sold 4,513 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $453K.
Second Half Financial Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
Second Half Financial Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.07M in Q2 2023.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Second Half Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.