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

Advisory Research’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	$7.72M	Buy	76,730 +16,619	+28%	+$1.67M	0.77%	35
2026 Q1	$6.05M	Sell	60,111 -12,077	-17%	-$1.21M	0.74%	35
2025 Q4	$7.25M	Buy	72,188 +21,061	+41%	+$2.12M	0.91%	30
2025 Q3	$5.15M	Sell	51,127 -27,670	-35%	-$2.78M	0.68%	34
2025 Q2	$7.93M	Buy	78,797 +5,238	+7%	+$527K	1.22%	27
2025 Q1	$7.41M	Buy	73,559 +45,213	+160%	+$4.54M	1.31%	25
2024 Q4	$2.84M	Buy	+28,346	New	+$2.85M	0.47%	51

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

Advisory Research's SGOV Position: Q2 2026 in Review

Advisory Research increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 28% in Q2 2026, buying an estimated $1.67M and bringing the position to 76,730 shares worth $7.72M. The position accounts for 0.77% of the portfolio, ranked #35.

Advisory Research first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.93M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Advisory Research held 76,730 shares of iShares 0-3 Month Treasury Bond ETF worth $7.72M as of Q2 2026.
Advisory Research bought 16,619 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.67M.
iShares 0-3 Month Treasury Bond ETF made up 0.77% of Advisory Research's portfolio in Q2 2026, its #35 holding.
Advisory Research first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Advisory Research's iShares 0-3 Month Treasury Bond ETF position peaked at $7.93M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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