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

Vestment Financial’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
-3,565
Closed -$358K – 40
2025
Q1 		$358K Sell
3,565
-1,505
-30% -$151K 0.26% 33
2024
Q4 		$509K Buy
+5,070
New +$509K 0.39% 26

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

Vestment Financial's SGOV Position: Q2 2025 in Review

Vestment Financial sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 3,565 shares — an estimated $358K sold.

Vestment Financial first reported a position in SGOV in Q4 2024 and held it in 2 quarters. The position peaked at $509K in Q4 2024. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Vestment Financial reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vestment Financial sold 3,565 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $358K.
  • Vestment Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Vestment Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $509K in Q4 2024.
  • 922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Vestment Financial's 13F filing for Q2 2025, filed 15 Jul 2025.