Vantage Financial Partners (Wisconsin)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$19.8M	Buy	196,923 +45,516	+30%	+$4.57M	4.01%	7
2025 Q3	$15.2M	Buy	151,407 +83,017	+121%	+$8.35M	3.21%	7
2025 Q2	$6.89M	Buy	68,390 +26,605	+64%	+$2.67M	1.59%	14
2025 Q1	$4.21M	Buy	+41,785	New	+$4.2M	1.05%	17

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

Vantage Financial Partners (Wisconsin)'s SGOV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 30% in Q4 2025, buying an estimated $4.57M and bringing the position to 196,923 shares worth $19.8M. The position accounts for 4.01% of the portfolio, ranked #7.

Vantage Financial Partners (Wisconsin) first reported a position in SGOV in Q1 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 196,923 shares of iShares 0-3 Month Treasury Bond ETF worth $19.8M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 45,516 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $4.57M.
iShares 0-3 Month Treasury Bond ETF made up 4.01% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #7 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.