Angeles Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Angeles Wealth Management’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	$1.26M	Buy	12,487 +6,725	+117%	+$676K	0.06%	137
2026 Q1	$580K	Sell	5,762 -9,636	-63%	-$969K	0.03%	210
2025 Q4	$1.55M	Sell	15,398 -819	-5%	-$82.3K	0.09%	89
2025 Q3	$1.63M	Buy	16,217 +11,443	+240%	+$1.15M	0.1%	79
2025 Q2	$481K	Buy	+4,774	New	+$480K	0.03%	184
2025 Q1	–	Sell	-13,667	Closed	-$1.37M	–	384
2024 Q4	$1.37M	Buy	+13,667	New	+$1.37M	0.11%	66

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

Angeles Wealth Management's SGOV Position: Q2 2026 in Review

Angeles Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 117% in Q2 2026, buying an estimated $676K and bringing the position to 12,487 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #137.

Angeles Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Angeles Wealth Management held 12,487 shares of iShares 0-3 Month Treasury Bond ETF worth $1.26M as of Q2 2026.
Angeles Wealth Management bought 6,725 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $676K.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Angeles Wealth Management's portfolio in Q2 2026, its #137 holding.
Angeles Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Angeles Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.63M in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.