Ashton Thomas Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ashton Thomas Private Wealth’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	$5.91M	Buy	58,705 +33,683	+135%	+$3.39M	0.12%	177
2026 Q1	$2.52M	Buy	25,022 +18,614	+290%	+$1.87M	0.06%	312
2025 Q4	$643K	Buy	6,408 +975	+18%	+$98K	0.02%	604
2025 Q3	$547K	Sell	5,433 -31,429	-85%	-$3.16M	0.01%	626
2025 Q2	$3.71M	Sell	36,862 -25,433	-41%	-$2.56M	0.13%	176
2025 Q1	$6.27M	Sell	62,295 -29,167	-32%	-$2.93M	0.24%	106
2024 Q4	$9.18M	Buy	91,462 +3,404	+4%	+$342K	0.36%	69
2024 Q3	$8.87M	Buy	88,058 +65,321	+287%	+$6.57M	0.47%	49
2024 Q2	$2.29M	Sell	22,737 -35,460	-61%	-$3.56M	0.13%	181
2024 Q1	$5.86M	Buy	58,197 +2,188	+4%	+$220K	0.34%	82
2023 Q4	$5.62M	Sell	56,009 -34,256	-38%	-$3.44M	0.35%	76
2023 Q3	$9.09M	Buy	+90,265	New	+$9.07M	0.66%	28

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

Ashton Thomas Private Wealth's SGOV Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 135% in Q2 2026, buying an estimated $3.39M and bringing the position to 58,705 shares worth $5.91M. The position accounts for 0.12% of the portfolio, ranked #177.

Ashton Thomas Private Wealth first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.18M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ashton Thomas Private Wealth held 58,705 shares of iShares 0-3 Month Treasury Bond ETF worth $5.91M as of Q2 2026.
Ashton Thomas Private Wealth bought 33,683 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.39M.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #177 holding.
Ashton Thomas Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Ashton Thomas Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $9.18M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.