3EDGE Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

3EDGE Asset 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	$94.2M	Sell	935,234 -77,710	-8%	-$7.81M	4.2%	7
2026 Q1	$102M	Buy	1,012,944 +588,843	+139%	+$59.2M	4.93%	4
2025 Q4	$42.6M	Buy	424,101 +140,658	+50%	+$14.1M	2.21%	14
2025 Q3	$28.5M	Buy	283,443 +542	+0.2%	+$54.5K	1.61%	17
2025 Q2	$28.5M	Buy	282,901 +51,633	+22%	+$5.19M	1.77%	16
2025 Q1	$23.3M	Buy	231,268 +49,035	+27%	+$4.93M	1.58%	15
2024 Q4	$18.3M	Buy	+182,233	New	+$18.3M	1.13%	17
2023 Q2	–	Sell	-2,418,833	Closed	-$243M	–	49
2023 Q1	$243M	Buy	2,418,833 +131,925	+6%	+$13.2M	18.32%	1
2022 Q4	$229M	Buy	2,286,908 +398,142	+21%	+$39.9M	17.8%	2
2022 Q3	$189M	Buy	+1,888,766	New	+$189M	14.71%	2

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

3EDGE Asset Management's SGOV Position: Q2 2026 in Review

3EDGE Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.7% in Q2 2026, selling an estimated $7.81M and leaving 935,234 shares worth $94.2M. The position accounts for 4.2% of the portfolio, ranked #7.

3EDGE Asset Management first reported a position in SGOV in Q3 2022 and has held it in 10 quarters since. The position peaked at $243M in Q1 2023. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

3EDGE Asset Management held 935,234 shares of iShares 0-3 Month Treasury Bond ETF worth $94.2M as of Q2 2026.
3EDGE Asset Management sold 77,710 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.81M.
iShares 0-3 Month Treasury Bond ETF made up 4.2% of 3EDGE Asset Management's portfolio in Q2 2026, its #7 holding.
3EDGE Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 10 quarters since.
3EDGE Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $243M in Q1 2023.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on 3EDGE Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.