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Vermillion & White Wealth Management Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vermillion & White Wealth Management Group’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
Q2 		– Sell
-23
Closed -$2.31K – 561
2025
Q1 		$2.31K Buy
+23
New +$2.31K ﹤0.01% 448

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vermillion & White Wealth Management Group's SGOV Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 23 shares — an estimated $2.31K sold.

Vermillion & White Wealth Management Group first reported a position in SGOV in Q1 2025 and held it in 1 quarter. The position peaked at $2.31K in Q1 2025. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Vermillion & White Wealth Management Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 23 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $2.31K.
  • Vermillion & White Wealth Management Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's iShares 0-3 Month Treasury Bond ETF position peaked at $2.31K in Q1 2025.
  • 922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.