Van Hulzen Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Van Hulzen Asset 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
2025 Q4	–	Sell	-2,038	Closed	-$205K	–	355
2025 Q3	$205K	Buy	+2,038	New	+$205K	0.02%	318
2025 Q2	–	Sell	-2,418	Closed	-$243K	–	339
2025 Q1	$243K	Sell	2,418 -32	-1%	-$3.22K	0.02%	275
2024 Q4	$246K	Buy	+2,450	New	+$246K	0.02%	286
2023 Q4	–	Sell	-2,451	Closed	-$247K	–	316
2023 Q3	$247K	Buy	+2,451	New	+$246K	0.02%	266

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

Van Hulzen Asset Management's SGOV Position: Q4 2025 in Review

Van Hulzen Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 2,038 shares — an estimated $205K sold.

Van Hulzen Asset Management first reported a position in SGOV in Q3 2023 and held it in 4 quarters. The position peaked at $247K in Q3 2023. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Van Hulzen Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 2,038 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $205K.
Van Hulzen Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
Van Hulzen Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $247K in Q3 2023.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Van Hulzen Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.