Albion Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Albion Financial Group’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	$35.7M	Buy	354,373 +353,958	+85,291%	+$35.6M	2.07%	12
2026 Q1	$41.8K	Sell	415 -591	-59%	-$59.4K	﹤0.01%	283
2025 Q4	$101K	Buy	1,006 +33	+3%	+$3.32K	0.01%	207
2025 Q3	$98K	Sell	973 -112,181	-99%	-$11.3M	0.01%	206
2025 Q2	$11.4M	Buy	+113,154	New	+$11.4M	0.74%	41

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

Albion Financial Group's SGOV Position: Q2 2026 in Review

Albion Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 85,291% in Q2 2026, buying an estimated $35.6M and bringing the position to 354,373 shares worth $35.7M. The position accounts for 2.07% of the portfolio, ranked #12.

Albion Financial Group first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Albion Financial Group held 354,373 shares of iShares 0-3 Month Treasury Bond ETF worth $35.7M as of Q2 2026.
Albion Financial Group bought 353,958 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $35.6M.
iShares 0-3 Month Treasury Bond ETF made up 2.07% of Albion Financial Group's portfolio in Q2 2026, its #12 holding.
Albion Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.