Andrews Advisory Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Andrews Advisory Associates’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	$1.71M	Buy	16,971 +2,864	+20%	+$288K	0.82%	25
2026 Q1	$1.42M	Buy	14,107 +7,184	+104%	+$722K	0.75%	31
2025 Q4	$695K	Buy	+6,923	New	+$696K	0.37%	50

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

Andrews Advisory Associates's SGOV Position: Q2 2026 in Review

Andrews Advisory Associates increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, buying an estimated $288K and bringing the position to 16,971 shares worth $1.71M. The position accounts for 0.82% of the portfolio, ranked #25.

Andrews Advisory Associates first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Andrews Advisory Associates held 16,971 shares of iShares 0-3 Month Treasury Bond ETF worth $1.71M as of Q2 2026.
Andrews Advisory Associates bought 2,864 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $288K.
iShares 0-3 Month Treasury Bond ETF made up 0.82% of Andrews Advisory Associates's portfolio in Q2 2026, its #25 holding.
Andrews Advisory Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Andrews Advisory Associates's 13F filing for Q2 2026, filed 17 Jul 2026.