Sheaff Brock Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sheaff Brock Investment 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 Q1	$1.05M	Buy	10,389 +6,439	+163%	+$647K	0.1%	167
2024 Q4	$396K	Buy	3,950 +1,250	+46%	+$126K	0.03%	293
2024 Q3	$272K	Buy	2,700 +473	+21%	+$47.6K	0.02%	344
2024 Q2	$224K	Buy	2,227 +13	+0.6%	+$1.31K	0.02%	373
2024 Q1	$223K	Buy	+2,214	New	+$223K	0.01%	420

Other funds holding SGOV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $570B AUM 27.57% 1-Year Est. Return

CIM

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

Sheaff Brock Investment Advisors's SGOV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 163% in Q1 2025, buying an estimated $647K and bringing the position to 10,389 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #167.

Sheaff Brock Investment Advisors first reported a position in SGOV in Q1 2024 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Sheaff Brock Investment Advisors held 10,389 shares of iShares 0-3 Month Treasury Bond ETF worth $1.05M as of Q1 2025.
Sheaff Brock Investment Advisors bought 6,439 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $647K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #167 holding.
Sheaff Brock Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 5 quarters since.
863 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.