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

Ashton Thomas Securities’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
-9,039
Closed -$910K – 486
2026
Q1 		$910K Buy
+9,039
New +$909K 0.11% 174
2024
Q4 		– Sell
-237
Closed -$23.9K – 1045
2024
Q3 		$23.9K Buy
+237
New +$23.8K ﹤0.01% 595

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ashton Thomas Securities's SGOV Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 9,039 shares — an estimated $910K sold.

Ashton Thomas Securities first reported a position in SGOV in Q3 2024 and held it in 2 quarters. The position peaked at $910K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Ashton Thomas Securities reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ashton Thomas Securities sold 9,039 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $910K.
  • Ashton Thomas Securities first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Ashton Thomas Securities's iShares 0-3 Month Treasury Bond ETF position peaked at $910K in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.