TC
SGOV icon

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

Trilogy 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
Q1 		– Sell
-4,017
Closed -$403K – 347
2024
Q4 		$403K Sell
4,017
-157
-4% -$15.8K 0.02% 249
2024
Q3 		$420K Buy
4,174
+38
+0.9% +$3.82K 0.02% 243
2024
Q2 		$417K Sell
4,136
-4,573
-53% -$460K 0.02% 229
2024
Q1 		$877K Buy
8,709
+5,486
+170% +$551K 0.05% 157
2023
Q4 		$323K Sell
3,223
-1,192
-27% -$120K 0.02% 203
2023
Q3 		$444K Buy
4,415
+42
+1% +$4.22K 0.03% 170
2023
Q2 		$440K Buy
4,373
+1,414
+48% +$142K 0.03% 183
2023
Q1 		$298K Buy
+2,959
New +$297K 0.02% 217

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
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
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