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Sun Life Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sun Life Financial’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
-28,500
Closed -$2.87M – 41
2025
Q3 		$2.87M Sell
28,500
-227,550
-89% -$22.9M 0.15% 28
2025
Q2 		$25.8M Buy
+256,050
New +$25.7M 1.41% 14

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 $377B AUM 19.32% 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

Sun Life Financial's SGOV Position: Q4 2025 in Review

Sun Life Financial sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 28,500 shares — an estimated $2.87M sold.

Sun Life Financial first reported a position in SGOV in Q2 2025 and held it in 2 quarters. The position peaked at $25.8M in Q2 2025. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Sun Life Financial reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sun Life Financial sold 28,500 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $2.87M.
  • Sun Life Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Sun Life Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $25.8M in Q2 2025.
  • 1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Sun Life Financial's 13F filing for Q4 2025, filed 12 Feb 2026.