Vishria Bird Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vishria Bird Financial 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 Q3	–	Sell	-10,700	Closed	-$1.08M	–	102
2025 Q2	$1.08M	Sell	10,700 -895	-8%	-$90K	0.36%	31
2025 Q1	$1.17M	Sell	11,595 -157	-1%	-$15.8K	0.4%	32
2024 Q4	$1.18M	Sell	11,752 -12	-0.1%	-$1.21K	0.41%	31
2024 Q3	$1.19M	Hold	11,764	–	–	0.45%	31
2024 Q2	$1.19M	Buy	11,764 +469	+4%	+$47.1K	0.5%	29
2024 Q1	$1.14M	Buy	11,295 +168	+2%	+$16.9K	0.49%	29
2023 Q4	$1.12M	Sell	11,127 -472	-4%	-$47.4K	0.53%	27
2023 Q3	$1.17M	Hold	11,599	–	–	0.66%	24
2023 Q2	$1.17M	Sell	11,599 -117	-1%	-$11.7K	0.69%	23
2023 Q1	$1.18M	Sell	11,716 -224	-2%	-$22.5K	0.75%	24
2022 Q4	$1.2M	Sell	11,940 -485	-4%	-$48.6K	0.83%	23
2022 Q3	$1.25M	Buy	+12,425	New	+$1.24M	0.84%	25

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vishria Bird Financial Group's SGOV Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 10,700 shares — an estimated $1.08M sold.

Vishria Bird Financial Group first reported a position in SGOV in Q3 2022 and held it in 12 quarters. The position peaked at $1.25M in Q3 2022. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Vishria Bird Financial Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Vishria Bird Financial Group sold 10,700 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $1.08M.
Vishria Bird Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 12 quarters.
Vishria Bird Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $1.25M in Q3 2022.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.