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Aureum Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Aureum Wealth Management’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 		$957K Sell
9,505
-7,783
-45% -$782K 0.59% 32
2026
Q1 		$1.74M Buy
17,288
+9,594
+125% +$964K 1.21% 27
2025
Q4 		$772K Buy
+7,694
New +$773K 0.72% 34

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

Aureum Wealth Management's SGOV Position: Q2 2026 in Review

Aureum Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q2 2026, selling an estimated $782K and leaving 9,505 shares worth $957K. The position accounts for 0.59% of the portfolio, ranked #32.

Aureum Wealth Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.74M in Q1 2026. 1,299 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Aureum Wealth Management held 9,505 shares of iShares 0-3 Month Treasury Bond ETF worth $957K as of Q2 2026.
  • Aureum Wealth Management sold 7,783 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $782K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.59% of Aureum Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Aureum Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Aureum Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.74M in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.