Ameritas Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ameritas Advisory Services’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	$26.3M	Buy	261,390 +183,950	+238%	+$18.5M	0.53%	45
2026 Q1	$7.8M	Buy	77,440 +4,376	+6%	+$440K	0.3%	83
2025 Q4	$7.33M	Buy	73,064 +40,653	+125%	+$4.09M	0.27%	85
2025 Q3	$3.26M	Sell	32,411 -29,549	-48%	-$2.97M	0.21%	99
2025 Q2	$6.24M	Sell	61,960 -15,840	-20%	-$1.59M	0.33%	53
2025 Q1	$7.83M	Buy	77,800 +24,781	+47%	+$2.49M	0.32%	62
2024 Q4	$5.32M	Buy	53,019 +1,537	+3%	+$154K	0.18%	114
2024 Q3	$5.19M	Buy	51,482 +40,979	+390%	+$4.12M	0.22%	109
2024 Q2	$1.06M	Buy	10,503 +1,001	+11%	+$101K	0.04%	398
2024 Q1	$956K	Sell	9,502 -12,059	-56%	-$1.21M	0.04%	388
2023 Q4	$2.16M	Sell	21,561 -831	-4%	-$83.4K	0.12%	164
2023 Q3	$2.25M	Buy	22,392 +17,883	+397%	+$1.8M	0.11%	187
2023 Q2	$452K	Sell	4,509 -1,064	-19%	-$107K	0.06%	319
2023 Q1	$560K	Buy	5,573 +1,123	+25%	+$113K	0.03%	452
2022 Q4	$446K	Sell	4,450 -986	-18%	-$98.8K	0.02%	574
2022 Q3	$545K	Buy	5,436 +2,042	+60%	+$204K	0.03%	413
2022 Q2	$340K	Buy	+3,394	New	+$340K	0.02%	569

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

Ameritas Advisory Services's SGOV Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 238% in Q2 2026, buying an estimated $18.5M and bringing the position to 261,390 shares worth $26.3M. The position accounts for 0.53% of the portfolio, ranked #45.

Ameritas Advisory Services first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ameritas Advisory Services held 261,390 shares of iShares 0-3 Month Treasury Bond ETF worth $26.3M as of Q2 2026.
Ameritas Advisory Services bought 183,950 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $18.5M.
iShares 0-3 Month Treasury Bond ETF made up 0.53% of Ameritas Advisory Services's portfolio in Q2 2026, its #45 holding.
Ameritas Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.