Win Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Win Advisors’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 Q1	–	Sell	-30,080	Closed	-$3.02M	–	77
2024 Q4	$3.02M	Buy	+30,080	New	+$3.02M	1.46%	21
2023 Q4	–	Sell	-14,639	Closed	-$1.47M	–	80
2023 Q3	$1.47M	Buy	+14,639	New	+$1.47M	0.72%	26
2023 Q2	–	Sell	-3,492	Closed	-$351K	–	49
2023 Q1	$351K	Buy	+3,492	New	+$350K	0.14%	34

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Win Advisors's SGOV Position: Q1 2025 in Review

Win Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 30,080 shares — an estimated $3.02M sold.

Win Advisors first reported a position in SGOV in Q1 2023 and held it in 3 quarters. The position peaked at $3.02M in Q4 2024. 866 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Win Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Win Advisors sold 30,080 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $3.02M.
Win Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
Win Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.02M in Q4 2024.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Win Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.