Allied Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Allied Private Wealth’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	$3.51M	Buy	+34,899	New	+$3.51M	2.25%	9

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

Allied Private Wealth's SGOV Position: Q2 2026 in Review

Allied Private Wealth opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 34,899 shares worth $3.51M. The stake represents 2.25% of the portfolio and ranks #9 among its holdings.

1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Allied Private Wealth held 34,899 shares of iShares 0-3 Month Treasury Bond ETF worth $3.51M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Allied Private Wealth position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 2.25% of Allied Private Wealth's portfolio in Q2 2026, its #9 holding.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.