1900 Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

1900 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
2026 Q2	$4.02M	Buy	39,967 +104	+0.3%	+$10.5K	0.22%	61
2026 Q1	$4.01M	Buy	39,863 +2,674	+7%	+$269K	0.26%	55
2025 Q4	$3.73M	Buy	37,189 +18,211	+96%	+$1.83M	0.24%	59
2025 Q3	$1.91M	Buy	18,978 +11,490	+153%	+$1.16M	0.13%	72
2025 Q2	$754K	Sell	7,488 -16,769	-69%	-$1.69M	0.06%	109
2025 Q1	$2.44M	Buy	24,257 +4,484	+23%	+$451K	0.2%	63
2024 Q4	$1.98M	Buy	19,773 +9,878	+100%	+$992K	0.17%	68
2024 Q3	$997K	Buy	9,895 +5,657	+133%	+$569K	0.09%	101
2024 Q2	$427K	Buy	+4,238	New	+$426K	0.04%	159

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1900 Wealth Management's SGOV Position: Q2 2026 in Review

1900 Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.26% in Q2 2026, buying an estimated $10.5K and bringing the position to 39,967 shares worth $4.02M. The position accounts for 0.22% of the portfolio, ranked #61.

1900 Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

1900 Wealth Management held 39,967 shares of iShares 0-3 Month Treasury Bond ETF worth $4.02M as of Q2 2026.
1900 Wealth Management bought 104 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $10.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of 1900 Wealth Management's portfolio in Q2 2026, its #61 holding.
1900 Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.