Arete Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Arete Wealth 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	$4.62M	Buy	45,878 +17,812	+63%	+$1.79M	0.31%	85
2026 Q1	$2.83M	Buy	28,066 +4,096	+17%	+$412K	0.21%	120
2025 Q4	$2.41M	Buy	23,970 +4,246	+22%	+$427K	0.17%	139
2025 Q3	$1.99M	Buy	19,724 +1,908	+11%	+$192K	0.12%	166
2025 Q2	$1.79M	Sell	17,816 -18,599	-51%	-$1.87M	0.13%	167
2025 Q1	$3.67M	Buy	36,415 +23,745	+187%	+$2.39M	0.28%	80
2024 Q4	$1.27M	Sell	12,670 -14,146	-53%	-$1.42M	0.09%	215
2024 Q3	$2.7M	Buy	26,816 +132	+0.5%	+$13.3K	0.23%	94
2024 Q2	$2.69M	Sell	26,684 -1,764	-6%	-$177K	0.22%	96
2024 Q1	$2.86M	Buy	28,448 +18,575	+188%	+$1.87M	0.26%	87
2023 Q4	$990K	Buy	+9,873	New	+$991K	0.08%	256
2023 Q2	–	Sell	-3,478	Closed	-$350K	–	740
2023 Q1	$350K	Buy	+3,478	New	+$349K	0.03%	430

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

Arete Wealth Advisors's SGOV Position: Q2 2026 in Review

Arete Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 63% in Q2 2026, buying an estimated $1.79M and bringing the position to 45,878 shares worth $4.62M. The position accounts for 0.31% of the portfolio, ranked #85.

Arete Wealth Advisors first reported a position in SGOV in Q1 2023 and has held it in 12 quarters since. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Arete Wealth Advisors held 45,878 shares of iShares 0-3 Month Treasury Bond ETF worth $4.62M as of Q2 2026.
Arete Wealth Advisors bought 17,812 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.79M.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of Arete Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Arete Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.