BOLTON SECURITIES CORPORATION’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.31M	Buy	+22,952	New	+$2.31M	0.14%	185

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 $468B AUM 17.69% 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 $1.84T AUM 33.86% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SGOV Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025: 22,952 shares worth $2.31M. The stake represents 0.14% of the portfolio and ranks #185 among its holdings.

870 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

BOLTON SECURITIES CORPORATION held 22,952 shares of iShares 0-3 Month Treasury Bond ETF worth $2.31M as of Q1 2025.
iShares 0-3 Month Treasury Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #185 holding.
870 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.