Beacon Capital Management LLC (Tennessee)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$2.11M	Sell	20,961 -2,778	-12%	-$279K	0.31%	39
2026 Q1	$2.39M	Sell	23,739 -3,351	-12%	-$337K	0.42%	26
2025 Q4	$2.72M	Sell	27,090 -2,341	-8%	-$235K	0.42%	22
2025 Q3	$2.96M	Sell	29,431 -1,217	-4%	-$122K	0.42%	25
2025 Q2	$3.09M	Sell	30,648 -5,224	-15%	-$525K	0.42%	22
2025 Q1	$3.61M	Sell	35,872 -33,807	-49%	-$3.4M	0.49%	21
2024 Q4	$6.99M	Buy	69,679 +12,164	+21%	+$1.22M	0.91%	17
2024 Q3	$5.79M	Buy	57,515 +31,160	+118%	+$3.13M	0.82%	15
2024 Q2	$2.65M	Buy	+26,355	New	+$2.65M	0.49%	16

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

Beacon Capital Management LLC (Tennessee)'s SGOV Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, selling an estimated $279K and leaving 20,961 shares worth $2.11M. The position accounts for 0.31% of the portfolio, ranked #39.

Beacon Capital Management LLC (Tennessee) first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.99M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 20,961 shares of iShares 0-3 Month Treasury Bond ETF worth $2.11M as of Q2 2026.
Beacon Capital Management LLC (Tennessee) sold 2,778 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $279K.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #39 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Beacon Capital Management LLC (Tennessee)'s iShares 0-3 Month Treasury Bond ETF position peaked at $6.99M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.