Sterling Investment Counsel’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sterling Investment Counsel’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	-46,434	Closed	-$4.68M	–	193
2025 Q3	$4.68M	Buy	+46,434	New	+$4.67M	1.5%	16
2025 Q2	–	Sell	-43,873	Closed	-$4.42M	–	166
2025 Q1	$4.42M	Buy	+43,873	New	+$4.41M	1.51%	16
2024 Q4	–	Sell	-27,370	Closed	-$2.76M	–	166
2024 Q3	$2.76M	Buy	27,370 +8,401	+44%	+$845K	0.98%	20
2024 Q2	$1.91M	Buy	+18,969	New	+$1.91M	0.75%	26

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

Sterling Investment Counsel's SGOV Position: Q4 2025 in Review

Sterling Investment Counsel sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 46,434 shares — an estimated $4.68M sold.

Sterling Investment Counsel first reported a position in SGOV in Q2 2024 and held it in 4 quarters. The position peaked at $4.68M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Sterling Investment Counsel reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Sterling Investment Counsel sold 46,434 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $4.68M.
Sterling Investment Counsel first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
Sterling Investment Counsel's iShares 0-3 Month Treasury Bond ETF position peaked at $4.68M in Q3 2025.
1,099 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Sterling Investment Counsel's 13F filing for Q4 2025, filed 27 Jan 2026.