Beacon Pointe Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Beacon Pointe 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	$19.6M	Sell	195,139 -29,629	-13%	-$2.98M	0.09%	209
2026 Q1	$22.6M	Buy	224,768 +18,941	+9%	+$1.9M	0.12%	168
2025 Q4	$20.7M	Buy	205,827 +13,907	+7%	+$1.4M	0.14%	152
2025 Q3	$19.3M	Buy	+191,920	New	+$19.3M	0.16%	134
2024 Q3	–	Sell	-7,469	Closed	-$752K	–	1306
2024 Q2	$752K	Buy	7,469 +3,823	+105%	+$384K	0.01%	726
2024 Q1	$367K	Sell	3,646 -2,173	-37%	-$218K	﹤0.01%	1030
2023 Q4	$583K	Buy	5,819 +3,783	+186%	+$380K	0.01%	847
2023 Q3	$205K	Buy	+2,036	New	+$205K	﹤0.01%	1224
2022 Q3	–	Sell	-50,000	Closed	-$5.01M	–	1052
2022 Q2	$5.01M	Hold	50,000	–	–	0.11%	181
2022 Q1	$5M	Buy	+50,000	New	+$5M	0.07%	254

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 Pointe Advisors's SGOV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, selling an estimated $2.98M and leaving 195,139 shares worth $19.6M. The position accounts for 0.09% of the portfolio, ranked #209.

Beacon Pointe Advisors first reported a position in SGOV in Q1 2022 and has held it in 10 quarters since. The position peaked at $22.6M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Beacon Pointe Advisors held 195,139 shares of iShares 0-3 Month Treasury Bond ETF worth $19.6M as of Q2 2026.
Beacon Pointe Advisors sold 29,629 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.98M.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Beacon Pointe Advisors's portfolio in Q2 2026, its #209 holding.
Beacon Pointe Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 10 quarters since.
Beacon Pointe Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $22.6M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.