Advisor OS’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advisor OS’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	$482K	Buy	4,788 +25	+0.5%	+$2.51K	0.03%	324
2026 Q1	$479K	Sell	4,763 -445	-9%	-$44.7K	0.03%	309
2025 Q4	$523K	Buy	5,208 +2,313	+80%	+$232K	0.04%	274
2025 Q3	$291K	Buy	+2,895	New	+$291K	0.03%	372
2024 Q4	–	Sell	-7,305	Closed	-$736K	–	448
2024 Q3	$736K	Buy	7,305 +861	+13%	+$86.6K	0.07%	202
2024 Q2	$649K	Buy	6,444 +1,786	+38%	+$180K	0.07%	210
2024 Q1	$469K	Buy	+4,658	New	+$468K	0.05%	245

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

Advisor OS's SGOV Position: Q2 2026 in Review

Advisor OS increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.52% in Q2 2026, buying an estimated $2.51K and bringing the position to 4,788 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #324.

Advisor OS first reported a position in SGOV in Q1 2024 and has held it in 7 quarters since. The position peaked at $736K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Advisor OS held 4,788 shares of iShares 0-3 Month Treasury Bond ETF worth $482K as of Q2 2026.
Advisor OS bought 25 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.51K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Advisor OS's portfolio in Q2 2026, its #324 holding.
Advisor OS first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
Advisor OS's iShares 0-3 Month Treasury Bond ETF position peaked at $736K in Q3 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.