Annis Gardner Whiting Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-273	Closed	-$27.5K	–	1089
2026 Q1	$27.5K	Hold	273	–	–	﹤0.01%	678
2025 Q4	$27.4K	Sell	273 -1,760	-87%	-$177K	0.01%	611
2025 Q3	$205K	Buy	2,033 +928	+84%	+$93.3K	0.04%	268
2025 Q2	$111K	Sell	1,105 -967	-47%	-$97.2K	0.04%	291
2025 Q1	$209K	Buy	2,072 +754	+57%	+$75.8K	0.09%	186
2024 Q4	$132K	Sell	1,318 -274	-17%	-$27.5K	0.04%	245
2024 Q3	$160K	Buy	+1,592	New	+$160K	0.05%	231

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

Annis Gardner Whiting Capital Advisors's SGOV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 273 shares — an estimated $27.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SGOV in Q3 2024 and held it in 7 quarters. The position peaked at $209K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 273 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $27.5K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $209K 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 Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.