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

AllianceBernstein’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	$655K	Buy	6,511 +1,213	+23%	+$122K	﹤0.01%	2578
2026 Q1	$532K	Buy	5,298 +603	+13%	+$60.6K	﹤0.01%	2609
2025 Q4	$471K	Buy	+4,695	New	+$472K	﹤0.01%	2682
2023 Q2	–	Sell	-501,661	Closed	-$50.5M	–	3236
2023 Q1	$50.5M	Buy	501,661 +481,663	+2,409%	+$48.3M	0.02%	561
2022 Q4	$2M	Buy	+19,998	New	+$2M	﹤0.01%	1921

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

AllianceBernstein's SGOV Position: Q2 2026 in Review

AllianceBernstein increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, buying an estimated $122K and bringing the position to 6,511 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

AllianceBernstein first reported a position in SGOV in Q4 2022 and has held it in 5 quarters since. The position peaked at $50.5M in Q1 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

AllianceBernstein held 6,511 shares of iShares 0-3 Month Treasury Bond ETF worth $655K as of Q2 2026.
AllianceBernstein bought 1,213 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $122K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #2578 holding.
AllianceBernstein first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 5 quarters since.
AllianceBernstein's iShares 0-3 Month Treasury Bond ETF position peaked at $50.5M in Q1 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.