Ameriprise
SGOV icon

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

Ameriprise’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 		$383M Buy
3,803,149
+424,941
+13% +$42.7M 0.08% 271
2026
Q1 		$272M Buy
3,378,208
+1,360,553
+67% +$137M 0.06% 304
2025
Q4 		$203M Buy
2,017,655
+87,274
+5% +$8.77M 0.05% 370
2025
Q3 		$194M Sell
1,930,381
-2,794,116
-59% -$281M 0.04% 380
2025
Q2 		$480M Sell
4,724,497
-1,760,892
-27% -$177M 0.12% 182
2025
Q1 		$556M Buy
6,485,389
+5,529,184
+578% +$556M 0.15% 151
2024
Q4 		$95.9M Buy
956,205
+47,583
+5% +$4.78M 0.02% 566
2024
Q3 		$96M Sell
908,622
-310,449
-25% -$31.2M 0.02% 573
2024
Q2 		$123M Buy
1,219,071
+259,584
+27% +$26.1M 0.03% 442
2024
Q1 		$95M Sell
959,487
-756,382
-44% -$76M 0.03% 555
2023
Q4 		$173M Buy
1,715,869
+202,959
+13% +$20.4M 0.05% 357
2023
Q3 		$153M Buy
1,512,910
+156,229
+12% +$15.7M 0.05% 363
2023
Q2 		$137M Buy
1,356,681
+1,027,660
+312% +$103M 0.04% 406
2023
Q1 		$33.1M Sell
329,021
-60,896
-16% -$6.11M 0.01% 948
2022
Q4 		$39M Sell
389,917
-30,683
-7% -$3.07M 0.01% 835
2022
Q3 		$42.4M Buy
420,600
+115,448
+38% +$11.6M 0.02% 766
2022
Q2 		$30.6M Buy
305,152
+162,552
+114% +$16.3M 0.01% 950
2022
Q1 		$14.3M Buy
142,600
+135,313
+1,857% +$13.5M ﹤0.01% 1611
2021
Q4 		$729K Buy
7,287
+404
+6% +$40.4K ﹤0.01% 3388
2021
Q3 		$688K Buy
+6,883
New +$688K ﹤0.01% 3298

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Ameriprise's SGOV Position: Q2 2026 in Review

Ameriprise increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $42.7M and bringing the position to 3,803,149 shares worth $383M. The position accounts for 0.08% of the portfolio, ranked #271.

Ameriprise first reported a position in SGOV in Q3 2021 and has held it in 20 quarters since. The position peaked at $556M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Ameriprise held 3,803,149 shares of iShares 0-3 Month Treasury Bond ETF worth $383M as of Q2 2026.
  • Ameriprise bought 424,941 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $42.7M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Ameriprise's portfolio in Q2 2026, its #271 holding.
  • Ameriprise first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Ameriprise's iShares 0-3 Month Treasury Bond ETF position peaked at $556M 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 Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.