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

Semmax Financial 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
Q2 		$406 Sell
4
-1
-20% -$101 ﹤0.01% 387
2025
Q1 		$465 Hold
5
– – ﹤0.01% 384
2024
Q4 		$493 Hold
5
– – ﹤0.01% 318
2024
Q3 		$487 Hold
5
– – ﹤0.01% 340
2024
Q2 		$481 Sell
5
-55
-92% -$5.53K ﹤0.01% 374
2024
Q1 		$6.01K Sell
60
-10,699
-99% -$1.08M ﹤0.01% 237
2023
Q4 		$1.08M Buy
10,759
+3,487
+48% +$350K 0.39% 69
2023
Q3 		$730K Buy
+7,272
New +$730K 0.29% 67

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
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