Transform Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Transform Wealth’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 Q1	$60.6M	Sell	601,611 -190	-0%	-$19.1K	3.67%	3
2024 Q4	$60.4M	Buy	601,801 +598,451	+17,864%	+$60.1M	3.35%	4
2024 Q3	$337K	Sell	3,350 -100	-3%	-$10.1K	0.02%	175
2024 Q2	$347K	Buy	+3,450	New	+$347K	0.03%	170
2023 Q4	–	Sell	-6,176	Closed	-$622K	–	253
2023 Q3	$622K	Sell	6,176 -104,443	-94%	-$10.5M	0.07%	153
2023 Q2	$11.1M	Sell	110,619 -151,820	-58%	-$15.2M	1%	27
2023 Q1	$26.4M	Buy	+262,439	New	+$26.3M	2.49%	4

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Transform Wealth's SGOV Position: Q1 2025 in Review

Transform Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.03% in Q1 2025, selling an estimated $19.1K and leaving 601,611 shares worth $60.6M. The position accounts for 3.67% of the portfolio, ranked #3.

Transform Wealth first reported a position in SGOV in Q1 2023 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Transform Wealth held 601,611 shares of iShares 0-3 Month Treasury Bond ETF worth $60.6M as of Q1 2025.
Transform Wealth sold 190 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $19.1K.
iShares 0-3 Month Treasury Bond ETF made up 3.67% of Transform Wealth's portfolio in Q1 2025, its #3 holding.
Transform Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
863 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.