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TownSquare Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

TownSquare Capital’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
Q3 		– Sell
-8,381
Closed -$844K – 564
2025
Q2 		$844K Sell
8,381
-85,118
-91% -$8.56M 0.08% 241
2025
Q1 		$9.41M Buy
93,499
+30,894
+49% +$3.11M 0.1% 198
2024
Q4 		$6.28M Buy
62,605
+17,732
+40% +$1.78M 0.07% 260
2024
Q3 		$4.52M Buy
44,873
+25,841
+136% +$2.6M 0.05% 323
2024
Q2 		$1.92M Buy
19,032
+7,547
+66% +$759K 0.03% 510
2024
Q1 		$1.16M Buy
11,485
+5,747
+100% +$578K 0.02% 621
2023
Q4 		$575K Buy
5,738
+1,398
+32% +$140K 0.01% 745
2023
Q3 		$437K Sell
4,340
-1,866
-30% -$187K 0.01% 800
2023
Q2 		$625K Sell
6,206
-422,121
-99% -$42.4M 0.01% 700
2023
Q1 		$43.1M Buy
428,327
+46,389
+12% +$4.65M 0.95% 20
2022
Q4 		$38.2M Buy
381,938
+68,975
+22% +$6.91M 0.95% 23
2022
Q3 		$31.4M Buy
+312,963
New +$31.3M 0.9% 29

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TownSquare Capital's SGOV Position: Q3 2025 in Review

TownSquare Capital sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 8,381 shares — an estimated $844K sold.

TownSquare Capital first reported a position in SGOV in Q3 2022 and held it in 12 quarters. The position peaked at $43.1M in Q1 2023. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

  • TownSquare Capital reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 8,381 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $844K.
  • TownSquare Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 12 quarters.
  • TownSquare Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $43.1M in Q1 2023.
  • 993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.