AE Wealth Management
SGOV icon

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
Q3 		$146M Buy
1,447,168
+234,760
+19% +$23.6M 0.63% 30
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 		$3.66M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AE Wealth Management's SGOV Position: Q3 2026 in Review

AE Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q3 2026, buying an estimated $23.6M and bringing the position to 1,447,168 shares worth $146M. The position accounts for 0.63% of the portfolio, ranked #30.

AE Wealth Management first reported a position in SGOV in Q2 2022 and has held it in 18 quarters since. The position peaked at $188M in Q3 2023. 1,092 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • AE Wealth Management held 1,447,168 shares of iShares 0-3 Month Treasury Bond ETF worth $146M as of Q3 2026.
  • AE Wealth Management bought 234,760 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $23.6M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.63% of AE Wealth Management's portfolio in Q3 2026, its #30 holding.
  • AE Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • AE Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $188M in Q3 2023.
  • 1,092 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.