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SJS Investment Consulting’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SJS Investment Consulting’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
-220
Closed -$22.2K – 2141
2025
Q3 		$22.2K Buy
+220
New +$22.1K ﹤0.01% 508
2023
Q4 		– Sell
-54
Closed -$5.44K – 1644
2023
Q3 		$5.44K Buy
+54
New +$5.42K ﹤0.01% 362

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SJS Investment Consulting's SGOV Position: Q4 2025 in Review

SJS Investment Consulting sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 220 shares — an estimated $22.2K sold.

SJS Investment Consulting first reported a position in SGOV in Q3 2023 and held it in 2 quarters. The position peaked at $22.2K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • SJS Investment Consulting reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 220 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $22.2K.
  • SJS Investment Consulting first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • SJS Investment Consulting's iShares 0-3 Month Treasury Bond ETF position peaked at $22.2K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.