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

Alpha Zero’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	$899K	Sell	8,944 -4,728	-35%	-$475K	0.34%	39
2026 Q1	$1.38M	Buy	13,672 +8,537	+166%	+$858K	0.7%	27
2025 Q4	$515K	Buy	+5,135	New	+$516K	0.28%	38

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 Zero's SGOV Position: Q2 2026 in Review

Alpha Zero reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q2 2026, selling an estimated $475K and leaving 8,944 shares worth $899K. The position accounts for 0.34% of the portfolio, ranked #39.

Alpha Zero first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Alpha Zero held 8,944 shares of iShares 0-3 Month Treasury Bond ETF worth $899K as of Q2 2026.
Alpha Zero sold 4,728 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $475K.
iShares 0-3 Month Treasury Bond ETF made up 0.34% of Alpha Zero's portfolio in Q2 2026, its #39 holding.
Alpha Zero first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Alpha Zero's iShares 0-3 Month Treasury Bond ETF position peaked at $1.38M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Alpha Zero's 13F filing for Q2 2026, filed 20 Jul 2026.