Stuart Chaussee & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stuart Chaussee & Associates’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	-950	Closed	-$95.7K	–	126
2025 Q3	$95.7K	Sell	950 -50	-5%	-$5.03K	0.02%	67
2025 Q2	$101K	Hold	1,000	–	–	0.02%	62
2025 Q1	$101K	Sell	1,000 -300	-23%	-$30.2K	0.03%	50
2024 Q4	$130K	Sell	1,300 -1,464,898	-100%	-$147M	0.03%	48
2024 Q3	$148M	Buy	1,466,198 +102,355	+8%	+$10.3M	38.77%	1
2024 Q2	$137M	Buy	1,363,843 +1,361,279	+53,092%	+$137M	37.81%	1
2024 Q1	$258K	Hold	2,564	–	–	0.07%	26
2023 Q4	$257K	Sell	2,564 -1,204,097	-100%	-$121M	0.08%	27
2023 Q3	$121M	Sell	1,206,661 -31,279	-3%	-$3.14M	40.39%	1
2023 Q2	$125M	Buy	+1,237,940	New	+$124M	39.21%	1

Other funds holding SGOV

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.81T AUM 41.13% 1-Year Est. Return

Stuart Chaussee & Associates's SGOV Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 950 shares — an estimated $95.7K sold.

Stuart Chaussee & Associates first reported a position in SGOV in Q2 2023 and held it in 10 quarters. The position peaked at $148M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 950 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $95.7K.
Stuart Chaussee & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 10 quarters.
Stuart Chaussee & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $148M in Q3 2024.
1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.