Ulland Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ulland Investment Advisors’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 Q4	–	Sell	-102	Closed	-$10K	–	227
2025 Q3	$10K	Sell	102 -3,010	-97%	-$303K	0.01%	178
2025 Q2	$313K	Buy	3,112 +2,960	+1,947%	+$298K	0.24%	48
2025 Q1	$15K	Sell	152 -100	-40%	-$10.1K	0.01%	162
2024 Q4	$25K	Buy	252 +152	+152%	+$15.3K	0.02%	145
2024 Q3	$10K	Buy	100 +90	+900%	+$9.05K	0.01%	169
2024 Q2	$1K	Sell	10 -90	-90%	-$9.05K	﹤0.01%	216
2024 Q1	$10K	Sell	100 -200	-67%	-$20.1K	0.01%	177
2023 Q4	$30K	Buy	+300	New	+$30.1K	0.03%	119

Other funds holding SGOV

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Ulland Investment Advisors's SGOV Position: Q4 2025 in Review

Ulland Investment Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 102 shares — an estimated $10K sold.

Ulland Investment Advisors first reported a position in SGOV in Q4 2023 and held it in 8 quarters. The position peaked at $313K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Ulland Investment Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Ulland Investment Advisors sold 102 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $10K.
Ulland Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
Ulland Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $313K in Q2 2025.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Ulland Investment Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.