Bell Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bell Investment 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	$30.7K	Sell	305 -15	-5%	-$1.51K	﹤0.01%	374
2026 Q1	$32.2K	Buy	320 +2	+0.6%	+$201	0.01%	334
2025 Q4	$32K	Buy	318 +267	+524%	+$26.8K	0.01%	323
2025 Q3	$5.14K	Hold	51	–	–	﹤0.01%	925
2025 Q2	$5.09K	Buy	51 +1	+2%	+$101	﹤0.01%	967
2025 Q1	$5.03K	Buy	+50	New	+$5.03K	﹤0.01%	907
2024 Q4	–	Sell	-1,559	Closed	-$157K	–	1946
2024 Q3	$157K	Hold	1,559	–	–	0.03%	115
2024 Q2	$157K	Hold	1,559	–	–	0.03%	113
2024 Q1	$157K	Sell	1,559 -29,479	-95%	-$2.96M	0.03%	109
2023 Q4	$3.11M	Sell	31,038 -146	-0.5%	-$14.7K	0.64%	27
2023 Q3	$3.14M	Sell	31,184 -6,998	-18%	-$703K	0.7%	27
2023 Q2	$3.84M	Buy	38,182 +30,076	+371%	+$3.02M	0.85%	25
2023 Q1	$815K	Sell	8,106 -6,006	-43%	-$603K	0.19%	45
2022 Q4	$1.41M	Sell	14,112 -22,991	-62%	-$2.3M	0.35%	34
2022 Q3	$3.72M	Buy	37,103 +30,096	+430%	+$3.01M	1.16%	21
2022 Q2	$702K	Buy	+7,007	New	+$701K	0.22%	43

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

Bell Investment Advisors's SGOV Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.7% in Q2 2026, selling an estimated $1.51K and leaving 305 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Bell Investment Advisors first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.84M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Bell Investment Advisors held 305 shares of iShares 0-3 Month Treasury Bond ETF worth $30.7K as of Q2 2026.
Bell Investment Advisors sold 15 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.51K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #374 holding.
Bell Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
Bell Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.84M in Q2 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.