Bank of Montreal’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bank of Montreal’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	$28.2M	Buy	280,484 +88,459	+46%	+$8.89M	0.01%	785
2026 Q1	$19.3M	Buy	192,025 +96,748	+102%	+$9.73M	0.01%	851
2025 Q4	$9.56M	Buy	95,277 +7,097	+8%	+$713K	﹤0.01%	1134
2025 Q3	$8.88M	Buy	88,180 +18,201	+26%	+$1.83M	﹤0.01%	1093
2025 Q2	$7.05M	Buy	69,979 +25,714	+58%	+$2.58M	﹤0.01%	1115
2025 Q1	$4.46M	Sell	44,265 -22,787	-34%	-$2.29M	﹤0.01%	1202
2024 Q4	$6.73M	Buy	67,052 +57,403	+595%	+$5.77M	﹤0.01%	1110
2024 Q3	$972K	Sell	9,649 -16,112	-63%	-$1.62M	﹤0.01%	2060
2024 Q2	$2.6M	Buy	25,761 +971	+4%	+$97.6K	﹤0.01%	1545
2024 Q1	$2.5M	Buy	24,790 +23,807	+2,422%	+$2.39M	﹤0.01%	1514
2023 Q4	$98.6K	Sell	983 -76,660	-99%	-$7.7M	﹤0.01%	3381
2023 Q3	$7.8M	Buy	77,643 +76,353	+5,919%	+$7.67M	﹤0.01%	1095
2023 Q2	$130K	Buy	+1,290	New	+$130K	﹤0.01%	3375

Other funds holding SGOV

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Bank of Montreal's SGOV Position: Q2 2026 in Review

Bank of Montreal increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 46% in Q2 2026, buying an estimated $8.89M and bringing the position to 280,484 shares worth $28.2M. The position accounts for 0.01% of the portfolio, ranked #785.

Bank of Montreal first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. 1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Bank of Montreal held 280,484 shares of iShares 0-3 Month Treasury Bond ETF worth $28.2M as of Q2 2026.
Bank of Montreal bought 88,459 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.89M.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #785 holding.
Bank of Montreal first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.