First Pacific Advisors’s SGOV Holdings & Trades

First Buy
Q3 2024
Duration Held
5 Quarters
Largest Add
Q3 2024
+41,241 Shares
Current Position
36,572 Shares
$3.68 M Value

First Pacific Advisors's SGOV Position Overview

First Pacific Advisors (via First Pacific Advisors, Lp) currently holds 36,572 shares of iShares 0-3 Month Treasury Bond ETF (SGOV) worth $3.68 M, representing 0.05% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.

Based on 13F filings, First Pacific Advisors has maintained this position in SGOV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 14,755 shares. Largest reduction occurred in Q1 2025, reducing 14,180 shares.

Analysis based on 13F filings available since 2013 Q2

First Pacific Advisors's iShares 0-3 Month Treasury Bond ETF (SGOV) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares 0-3 Month Treasury Bond ETF (SGOV) Trades by First Pacific Advisors

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2024 +41,241 New Buy 41,241 $100.72
Q4 2024 +14,755 Add 35.78% 55,996 $100.32
Q1 2025 -14,180 Reduce 25.32% 41,816 $100.67
Q2 2025 +6,307 Add 15.08% 48,123 $100.69
Q3 2025 -11,551 Reduce 24.00% 36,572 $100.70

First Pacific Advisors's iShares 0-3 Month Treasury Bond ETF Investment FAQs

First Pacific Advisors first purchased iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2024, acquiring 41,241 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

First Pacific Advisors has held iShares 0-3 Month Treasury Bond ETF (SGOV) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

First Pacific Advisors's largest addition to iShares 0-3 Month Treasury Bond ETF (SGOV) was in Q3 2024, adding 41,241 shares worth $4.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, First Pacific Advisors's firm, First Pacific Advisors, Lp, owns 36,572 shares of iShares 0-3 Month Treasury Bond ETF (SGOV), valued at approximately $3.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, iShares 0-3 Month Treasury Bond ETF (SGOV) represents approximately 0.05% of First Pacific Advisors's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

First Pacific Advisors's peak holding in iShares 0-3 Month Treasury Bond ETF (SGOV) was 55,996 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.