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

Allworth Financial’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	$19.5M	Sell	193,812 -3,214	-2%	-$323K	0.08%	153
2026 Q1	$19.8M	Buy	197,026 +2,520	+1%	+$253K	0.08%	151
2025 Q4	$19.5M	Sell	194,506 -20,995	-10%	-$2.11M	0.08%	145
2025 Q3	$21.7M	Sell	215,501 -20,558	-9%	-$2.07M	0.1%	121
2025 Q2	$23.8M	Sell	236,059 -208	-0.1%	-$20.9K	0.11%	112
2025 Q1	$23.8M	Buy	236,267 +6,953	+3%	+$699K	0.13%	92
2024 Q4	$23.1M	Buy	229,314 +17,858	+8%	+$1.79M	0.13%	95
2024 Q3	$21.3M	Sell	211,456 -16,430	-7%	-$1.65M	0.13%	87
2024 Q2	$22.9M	Sell	227,886 -21,391	-9%	-$2.15M	0.15%	77
2024 Q1	$25.1M	Sell	249,277 -99,430	-29%	-$9.99M	0.18%	58
2023 Q4	$35M	Buy	348,707 +250,376	+255%	+$25.1M	0.27%	43
2023 Q3	$9.9M	Buy	98,331 +16,856	+21%	+$1.69M	0.08%	104
2023 Q2	$8.2M	Buy	81,475 +3,703	+5%	+$372K	0.07%	113
2023 Q1	$7.82M	Buy	77,772 +1,029	+1%	+$103K	0.08%	120
2022 Q4	$7.69M	Buy	76,743 +59,596	+348%	+$5.97M	0.09%	111
2022 Q3	$1.72M	Buy	17,147 +5,511	+47%	+$552K	0.02%	240
2022 Q2	$1.17M	Buy	11,636 +11,601	+33,146%	+$1.16M	0.02%	286
2022 Q1	$4K	Buy	+35	New	+$3.5K	﹤0.01%	1683

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

Allworth Financial's SGOV Position: Q2 2026 in Review

Allworth Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.6% in Q2 2026, selling an estimated $323K and leaving 193,812 shares worth $19.5M. The position accounts for 0.08% of the portfolio, ranked #153.

Allworth Financial first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $35M in Q4 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Allworth Financial held 193,812 shares of iShares 0-3 Month Treasury Bond ETF worth $19.5M as of Q2 2026.
Allworth Financial sold 3,214 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $323K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Allworth Financial's portfolio in Q2 2026, its #153 holding.
Allworth Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Allworth Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $35M in Q4 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.