Valeo Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Valeo Financial 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	-2,511	Closed	-$253K	–	896
2025 Q3	$253K	Buy	+2,511	New	+$252K	0.01%	671
2022 Q4	–	Sell	-5,999	Closed	-$602K	–	601
2022 Q3	$602K	Sell	5,999 -3,995	-40%	-$400K	0.04%	233
2022 Q2	$1M	Buy	+9,994	New	+$1,000K	0.06%	161

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's SGOV Position: Q4 2025 in Review

Valeo Financial Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 2,511 shares — an estimated $253K sold.

Valeo Financial Advisors first reported a position in SGOV in Q2 2022 and held it in 3 quarters. The position peaked at $1M in Q2 2022. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Valeo Financial Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 2,511 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $253K.
Valeo Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
Valeo Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1M in Q2 2022.
1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.