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Twelve Points Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Twelve Points Wealth Management’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
2026
Q1 		$14.8M Sell
146,933
-24,278
-14% -$2.44M 3.25% 6
2025
Q4 		$17.2M Sell
171,211
-534
-0.3% -$53.7K 3.87% 5
2025
Q3 		$17.3M Buy
171,745
+28,201
+20% +$2.84M 4.31% 3
2025
Q2 		$14.5M Sell
143,544
-8,590
-6% -$864K 3.89% 3
2025
Q1 		$15.3M Buy
152,134
+14,255
+10% +$1.43M 4.16% 2
2024
Q4 		$13.8M Buy
137,879
+89,632
+186% +$9M 3.98% 2
2024
Q3 		$4.86M Buy
48,247
+38,472
+394% +$3.87M 1.53% 10
2024
Q2 		$984K Buy
+9,775
New +$983K 0.35% 74

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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return