Arjuna Capital’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Arjuna Capital’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	$37.9M	Sell	376,010 -23,687	-6%	-$2.38M	8.52%	1
2026 Q1	$40.2M	Sell	399,697 -75,619	-16%	-$7.6M	10.23%	1
2025 Q4	$47.7M	Sell	475,316 -41,406	-8%	-$4.16M	11.69%	1
2025 Q3	$52M	Sell	516,722 -34,137	-6%	-$3.43M	12.93%	1
2025 Q2	$55.5M	Buy	550,859 +65,059	+13%	+$6.54M	14.62%	1
2025 Q1	$48.9M	Buy	485,800 +431,236	+790%	+$43.3M	13.54%	1
2024 Q4	$5.47M	Sell	54,564 -4,509	-8%	-$453K	1.46%	19
2024 Q3	$5.95M	Buy	59,073 +5,497	+10%	+$553K	1.54%	16
2024 Q2	$5.4M	Buy	53,576 +5,176	+11%	+$520K	1.45%	18
2024 Q1	$4.87M	Sell	48,400 -71,010	-59%	-$7.14M	1.38%	23
2023 Q4	$12M	Sell	119,410 -55,360	-32%	-$5.56M	3.75%	5
2023 Q3	$17.6M	Buy	174,770 +27,708	+19%	+$2.78M	6.3%	3
2023 Q2	$14.8M	Sell	147,062 -53,227	-27%	-$5.34M	5.24%	4
2023 Q1	$20.1M	Buy	+200,289	New	+$20.1M	7.9%	2

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

Arjuna Capital's SGOV Position: Q2 2026 in Review

Arjuna Capital reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.9% in Q2 2026, selling an estimated $2.38M and leaving 376,010 shares worth $37.9M. The position accounts for 8.52% of the portfolio, ranked #1.

Arjuna Capital first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $55.5M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Arjuna Capital held 376,010 shares of iShares 0-3 Month Treasury Bond ETF worth $37.9M as of Q2 2026.
Arjuna Capital sold 23,687 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.38M.
iShares 0-3 Month Treasury Bond ETF made up 8.52% of Arjuna Capital's portfolio in Q2 2026, its #1 holding.
Arjuna Capital first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Arjuna Capital's iShares 0-3 Month Treasury Bond ETF position peaked at $55.5M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Arjuna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.