Wittenberg Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wittenberg Investment Management’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	-6,500	Closed	-$654K	–	77
2025 Q1	$654K	Hold	6,500	–	–	0.3%	41
2024 Q4	$652K	Buy	6,500 +1,500	+30%	+$151K	0.26%	45
2024 Q3	$504K	Buy	5,000 +1,000	+25%	+$101K	0.16%	54
2024 Q2	$403K	Buy	4,000 +1,000	+33%	+$101K	0.14%	62
2024 Q1	$302K	Buy	3,000 +500	+20%	+$50.3K	0.1%	71
2023 Q4	$251K	Hold	2,500	–	–	0.09%	73
2023 Q3	$252K	Hold	2,500	–	–	0.09%	71
2023 Q2	$252K	Buy	+2,500	New	+$251K	0.09%	74

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PFM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Wittenberg Investment Management's SGOV Position: Q2 2025 in Review

Wittenberg Investment Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 6,500 shares — an estimated $654K sold.

Wittenberg Investment Management first reported a position in SGOV in Q2 2023 and held it in 8 quarters. The position peaked at $654K in Q1 2025. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Wittenberg Investment Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Wittenberg Investment Management sold 6,500 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $654K.
Wittenberg Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
Wittenberg Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $654K in Q1 2025.
923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Wittenberg Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.