Aegis Wealth Management (Maryland)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Aegis Wealth Management (Maryland)’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	$1.47M	Buy	14,584 +8,584	+143%	+$863K	0.69%	37
2026 Q1	$604K	Buy	6,000 +2,400	+67%	+$241K	0.35%	59
2025 Q4	$361K	Buy	3,600 +1,600	+80%	+$161K	0.2%	79
2025 Q3	$201K	Buy	+2,000	New	+$201K	0.11%	121
2025 Q2	–	Sell	-2,140	Closed	-$215K	–	118
2025 Q1	$215K	Buy	+2,140	New	+$215K	0.13%	116

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

Aegis Wealth Management (Maryland)'s SGOV Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 143% in Q2 2026, buying an estimated $863K and bringing the position to 14,584 shares worth $1.47M. The position accounts for 0.69% of the portfolio, ranked #37.

Aegis Wealth Management (Maryland) first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Aegis Wealth Management (Maryland) held 14,584 shares of iShares 0-3 Month Treasury Bond ETF worth $1.47M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 8,584 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $863K.
iShares 0-3 Month Treasury Bond ETF made up 0.69% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #37 holding.
Aegis Wealth Management (Maryland) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.