Baird Financial Group
SGOV icon

Baird Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Baird Financial Group’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 		$23.7M Buy
235,439
+83,570
+55% +$8.4M 0.03% 343
2026
Q1 		$15.3M Buy
151,869
+34,826
+30% +$3.5M 0.02% 444
2025
Q4 		$11.7M Buy
117,043
+79,570
+212% +$8M 0.02% 495
2025
Q3 		$3.77M Sell
37,473
-41,956
-53% -$4.22M 0.01% 839
2025
Q2 		$8M Buy
79,429
+74,453
+1,496% +$7.48M 0.01% 571
2025
Q1 		$501K Buy
+4,976
New +$500K ﹤0.01% 1395
2024
Q4 		– Sell
-3,695
Closed -$372K – 1805
2024
Q3 		$372K Sell
3,695
-811
-18% -$81.5K ﹤0.01% 1475
2024
Q2 		$454K Sell
4,506
-6,582
-59% -$662K ﹤0.01% 1429
2024
Q1 		$1.12M Sell
11,088
-6,508
-37% -$654K ﹤0.01% 1131
2023
Q4 		$1.76M Buy
17,596
+1,298
+8% +$130K ﹤0.01% 974
2023
Q3 		$1.64M Sell
16,298
-14,459
-47% -$1.45M ﹤0.01% 967
2023
Q2 		$3.1M Buy
30,757
+11,783
+62% +$1.18M 0.01% 781
2023
Q1 		$1.91M Buy
+18,974
New +$1.9M ﹤0.01% 895
2022
Q4 		– Sell
-22,170
Closed -$2.22M – 1765
2022
Q3 		$2.22M Sell
22,170
-192,358
-90% -$19.3M 0.01% 794
2022
Q2 		$21.5M Buy
+214,528
New +$21.5M 0.06% 293

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

Baird Financial Group's SGOV Position: Q2 2026 in Review

Baird Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 55% in Q2 2026, buying an estimated $8.4M and bringing the position to 235,439 shares worth $23.7M. The position accounts for 0.03% of the portfolio, ranked #343.

Baird Financial Group first reported a position in SGOV in Q2 2022 and has held it in 15 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Baird Financial Group held 235,439 shares of iShares 0-3 Month Treasury Bond ETF worth $23.7M as of Q2 2026.
  • Baird Financial Group bought 83,570 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Baird Financial Group's portfolio in Q2 2026, its #343 holding.
  • Baird Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.