Astoria Portfolio Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Astoria Portfolio 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	$749K	Sell	7,442 -1,222	-14%	-$123K	0.13%	121
2026 Q1	$872K	Sell	8,664 -8,414	-49%	-$846K	0.19%	87
2025 Q4	$1.72M	Sell	17,078 -5,071	-23%	-$510K	0.39%	41
2025 Q3	$2.22M	Buy	22,149 +14,437	+187%	+$1.45M	0.58%	28
2025 Q2	$776K	Buy	+7,712	New	+$775K	0.22%	89
2024 Q1	–	Sell	-2,616	Closed	-$262K	–	205
2023 Q4	$262K	Buy	2,616 +453	+21%	+$45.5K	0.11%	142
2023 Q3	$218K	Buy	2,163 +107	+5%	+$10.7K	0.11%	144
2023 Q2	$206K	Buy	+2,056	New	+$206K	0.08%	179
2022 Q4	–	Sell	-4,398	Closed	-$441K	–	211
2022 Q3	$441K	Buy	4,398 +240	+6%	+$24K	0.3%	78
2022 Q2	$416K	Sell	4,158 -802	-16%	-$80.2K	0.3%	79
2022 Q1	$496K	Buy	+4,960	New	+$496K	0.39%	62

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

Astoria Portfolio Advisors's SGOV Position: Q2 2026 in Review

Astoria Portfolio Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, selling an estimated $123K and leaving 7,442 shares worth $749K. The position accounts for 0.13% of the portfolio, ranked #121.

Astoria Portfolio Advisors first reported a position in SGOV in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.22M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Astoria Portfolio Advisors held 7,442 shares of iShares 0-3 Month Treasury Bond ETF worth $749K as of Q2 2026.
Astoria Portfolio Advisors sold 1,222 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $123K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #121 holding.
Astoria Portfolio Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
Astoria Portfolio Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.22M in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.