Advisory Advocates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advisory Advocates’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	$476K	Buy	4,731 +1,642	+53%	+$165K	0.41%	88
2026 Q1	$311K	Buy	+3,089	New	+$311K	0.32%	113

Other funds holding SGOV

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Advisory Advocates's SGOV Position: Q2 2026 in Review

Advisory Advocates increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 53% in Q2 2026, buying an estimated $165K and bringing the position to 4,731 shares worth $476K. The position accounts for 0.41% of the portfolio, ranked #88.

Advisory Advocates first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Advisory Advocates held 4,731 shares of iShares 0-3 Month Treasury Bond ETF worth $476K as of Q2 2026.
Advisory Advocates bought 1,642 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares 0-3 Month Treasury Bond ETF made up 0.41% of Advisory Advocates's portfolio in Q2 2026, its #88 holding.
Advisory Advocates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.