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

Wingate Wealth 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
-6
Closed -$602 – 367
2024
Q4 		$602 Buy
+6
New +$603 ﹤0.01% 460

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wingate Wealth Advisors's SGOV Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 6 shares — an estimated $602 sold.

Wingate Wealth Advisors first reported a position in SGOV in Q4 2024 and held it in 1 quarter. The position peaked at $602 in Q4 2024. 862 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 6 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $602.
  • Wingate Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $602 in Q4 2024.
  • 862 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.