Americana Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Americana Partners’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	$4.24M	Buy	42,082 +1,251	+3%	+$126K	0.1%	156
2026 Q1	$4.11M	Sell	40,831 -5,244	-11%	-$527K	0.11%	144
2025 Q4	$4.63M	Sell	46,075 -824	-2%	-$82.8K	0.13%	139
2025 Q3	$4.72M	Sell	46,899 -554	-1%	-$55.7K	0.14%	129
2025 Q2	$4.78M	Sell	47,453 -6,173	-12%	-$621K	0.16%	125
2025 Q1	$5.4M	Buy	53,626 +8,188	+18%	+$823K	0.21%	101
2024 Q4	$4.56M	Sell	45,438 -25,636	-36%	-$2.58M	0.19%	115
2024 Q3	$7.16M	Buy	71,074 +19,190	+37%	+$1.93M	0.49%	55
2024 Q2	$5.23M	Sell	51,884 -5,600	-10%	-$563K	0.41%	67
2024 Q1	$5.79M	Buy	57,484 +11,952	+26%	+$1.2M	0.48%	57
2023 Q4	$4.59M	Sell	45,532 -8,131	-15%	-$817K	0.44%	69
2023 Q3	$4.79M	Buy	53,663 +19,188	+56%	+$1.93M	0.52%	50
2023 Q2	$3.47M	Buy	+34,475	New	+$3.46M	0.45%	58

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

Americana Partners's SGOV Position: Q2 2026 in Review

Americana Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.1% in Q2 2026, buying an estimated $126K and bringing the position to 42,082 shares worth $4.24M. The position accounts for 0.1% of the portfolio, ranked #156.

Americana Partners first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.16M in Q3 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Americana Partners held 42,082 shares of iShares 0-3 Month Treasury Bond ETF worth $4.24M as of Q2 2026.
Americana Partners bought 1,251 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Americana Partners's portfolio in Q2 2026, its #156 holding.
Americana Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Americana Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $7.16M in Q3 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.