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

American 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	$1.15M	Buy	+11,385	New	+$1.14M	0.62%	35
2026 Q1	–	Sell	-3,597	Closed	-$361K	–	105
2025 Q4	$361K	Sell	3,597 -29	-0.8%	-$2.91K	0.21%	68
2025 Q3	$365K	Sell	3,626 -34,124	-90%	-$3.43M	0.25%	74
2025 Q2	$3.8M	Buy	37,750 +5,215	+16%	+$524K	2.98%	14
2025 Q1	$3.28M	Buy	+32,535	New	+$3.27M	2.75%	12

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

American Alpha Advisors's SGOV Position: Q2 2026 in Review

American Alpha Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 11,385 shares worth $1.15M. The stake represents 0.62% of the portfolio and ranks #35 among its holdings. This is a return to the name: American Alpha Advisors previously reported a position in SGOV as recently as Q4 2025.

American Alpha Advisors first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.8M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

American Alpha Advisors held 11,385 shares of iShares 0-3 Month Treasury Bond ETF worth $1.15M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new American Alpha Advisors position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.62% of American Alpha Advisors's portfolio in Q2 2026, its #35 holding.
American Alpha Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
American Alpha Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.8M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on American Alpha Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.