Turim 21 Investimentos’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Turim 21 Investimentos’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	-147,337	Closed	-$14.8M	–	138
2025 Q2	$14.8M	Buy	+147,337	New	+$14.8M	2.9%	11
2025 Q1	–	Sell	-136,177	Closed	-$13.7M	–	89
2024 Q4	$13.7M	Buy	+136,177	New	+$13.7M	3.57%	9

Other funds holding SGOV

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

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Turim 21 Investimentos's SGOV Position: Q3 2025 in Review

Turim 21 Investimentos sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 147,337 shares — an estimated $14.8M sold.

Turim 21 Investimentos first reported a position in SGOV in Q4 2024 and held it in 2 quarters. The position peaked at $14.8M in Q2 2025. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Turim 21 Investimentos reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Turim 21 Investimentos sold 147,337 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $14.8M.
Turim 21 Investimentos first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
Turim 21 Investimentos's iShares 0-3 Month Treasury Bond ETF position peaked at $14.8M in Q2 2025.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Turim 21 Investimentos's 13F filing for Q3 2025, filed 14 Nov 2025.