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

Alpha Advisors’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	$18.6M	Sell	184,841 -6,477	-3%	-$651K	13.99%	1
2026 Q1	$19.3M	Buy	191,318 +9,178	+5%	+$923K	15.2%	1
2025 Q4	$18.3M	Sell	182,140 -925	-0.5%	-$93K	14.1%	1
2025 Q3	$18.4M	Sell	183,065 -2,076	-1%	-$209K	13.85%	1
2025 Q2	$18.6M	Sell	185,141 -85,264	-32%	-$8.57M	15.97%	1
2025 Q1	$27.2M	Buy	270,405 +59,265	+28%	+$5.96M	23.7%	1
2024 Q4	$21.2M	Buy	+211,140	New	+$21.2M	21.81%	1

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

Alpha Advisors's SGOV Position: Q2 2026 in Review

Alpha Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q2 2026, selling an estimated $651K and leaving 184,841 shares worth $18.6M. The position accounts for 13.99% of the portfolio, ranked #1.

Alpha Advisors first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.2M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Alpha Advisors held 184,841 shares of iShares 0-3 Month Treasury Bond ETF worth $18.6M as of Q2 2026.
Alpha Advisors sold 6,477 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $651K.
iShares 0-3 Month Treasury Bond ETF made up 13.99% of Alpha Advisors's portfolio in Q2 2026, its #1 holding.
Alpha Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Alpha Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $27.2M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.