Wooster Corthell Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wooster Corthell Wealth 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	$1.6M	Buy	15,855 +6,830	+76%	+$687K	0.3%	36
2025 Q1	$909K	Buy	9,025 +2,662	+42%	+$268K	0.19%	45
2024 Q4	$638K	Sell	6,363 -174	-3%	-$17.5K	0.14%	45
2024 Q3	$658K	Buy	6,537 +499	+8%	+$50.2K	0.14%	45
2024 Q2	$608K	Buy	6,038 +116	+2%	+$11.7K	0.14%	44
2024 Q1	$596K	Sell	5,922 -150	-2%	-$15.1K	0.14%	45
2023 Q4	$609K	Buy	6,072 +3,849	+173%	+$387K	0.15%	42
2023 Q3	$224K	Buy	+2,223	New	+$223K	0.06%	46

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

Wooster Corthell Wealth Management's SGOV Position: Q2 2025 in Review

Wooster Corthell Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 76% in Q2 2025, buying an estimated $687K and bringing the position to 15,855 shares worth $1.6M. The position accounts for 0.3% of the portfolio, ranked #36.

Wooster Corthell Wealth Management first reported a position in SGOV in Q3 2023 and has held it in 8 quarters since. 922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Wooster Corthell Wealth Management held 15,855 shares of iShares 0-3 Month Treasury Bond ETF worth $1.6M as of Q2 2025.
Wooster Corthell Wealth Management bought 6,830 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $687K.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #36 holding.
Wooster Corthell Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.