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

AE 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	$122M	Buy	1,212,408 +244,992	+25%	+$24.6M	0.57%	40
2026 Q1	$97.4M	Buy	967,416 +328,427	+51%	+$33M	0.53%	42
2025 Q4	$64.1M	Buy	638,989 +135,684	+27%	+$13.6M	0.37%	67
2025 Q3	$50.7M	Buy	503,305 +421,252	+513%	+$42.4M	0.32%	81
2025 Q2	$8.26M	Sell	82,053 -10,498	-11%	-$1.06M	0.06%	284
2025 Q1	$9.32M	Sell	92,551 -13,558	-13%	-$1.36M	0.08%	247
2024 Q4	$10.6M	Sell	106,109 -445,572	-81%	-$44.8M	0.09%	235
2024 Q3	$55.6M	Buy	551,681 +45,764	+9%	+$4.6M	0.5%	43
2024 Q2	$51M	Buy	505,917 +57,364	+13%	+$5.77M	0.51%	40
2024 Q1	$45.2M	Sell	448,553 -816,922	-65%	-$82.1M	0.51%	39
2023 Q4	$127M	Sell	1,265,475 -603,047	-32%	-$60.6M	0.65%	20
2023 Q3	$188M	Buy	1,868,522 +145,476	+8%	+$14.6M	1.12%	9
2023 Q2	$173M	Buy	1,723,046 +1,213,383	+238%	+$122M	1.04%	10
2023 Q1	$51.3M	Buy	509,663 +455,850	+847%	+$45.7M	0.33%	51
2022 Q4	$5.39M	Buy	53,813 +17,264	+47%	+$1.73M	0.04%	460
2022 Q3	$3.67M	Buy	36,549 +34,373	+1,580%	+$3.44M	0.03%	501
2022 Q2	$218K	Buy	+2,176	New	+$218K	﹤0.01%	1568

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

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

AE Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q2 2026, buying an estimated $24.6M and bringing the position to 1,212,408 shares worth $122M. The position accounts for 0.57% of the portfolio, ranked #40.

AE Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $188M in Q3 2023. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

AE Wealth Management held 1,212,408 shares of iShares 0-3 Month Treasury Bond ETF worth $122M as of Q2 2026.
AE Wealth Management bought 244,992 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $24.6M.
iShares 0-3 Month Treasury Bond ETF made up 0.57% of AE Wealth Management's portfolio in Q2 2026, its #40 holding.
AE Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
AE Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $188M in Q3 2023.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.