Belpointe Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Belpointe Asset Management’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	$7M	Buy	69,517 +27,303	+65%	+$2.74M	0.23%	81
2026 Q1	$4.25M	Sell	42,214 -2,588	-6%	-$260K	0.16%	111
2025 Q4	$4.5M	Sell	44,802 -346,022	-89%	-$34.8M	0.16%	98
2025 Q3	$39.4M	Sell	390,824 -4,349	-1%	-$437K	1.5%	9
2025 Q2	$39.8M	Sell	395,173 -386,610	-49%	-$38.9M	1.66%	11
2025 Q1	$78.7M	Buy	781,783 +775,779	+12,921%	+$78M	4.1%	1
2024 Q4	$605K	Sell	6,004 -105	-2%	-$10.5K	0.04%	467
2024 Q3	$615K	Buy	6,109 +405	+7%	+$40.7K	0.04%	447
2024 Q2	$574K	Sell	5,704 -19,036	-77%	-$1.91M	0.04%	427
2024 Q1	$2.49M	Sell	24,740 -1,562	-6%	-$157K	0.19%	114
2023 Q4	$2.64M	Buy	26,302 +23,216	+752%	+$2.33M	0.23%	83
2023 Q3	$311K	Buy	3,086 +99	+3%	+$9.94K	0.03%	467
2023 Q2	$301K	Buy	2,987 +1,506	+102%	+$151K	0.03%	448
2023 Q1	$149K	Sell	1,481 -708	-32%	-$71K	0.01%	1085
2022 Q4	$219K	Sell	2,189 -1,913	-47%	-$192K	0.01%	853
2022 Q3	$411K	Sell	4,102 -927	-18%	-$92.8K	0.03%	581
2022 Q2	$504K	Buy	5,029 +2,554	+103%	+$256K	0.03%	479
2022 Q1	$248K	Buy	2,475 +295	+14%	+$29.5K	0.02%	813
2021 Q4	$218K	Buy	+2,180	New	+$218K	0.01%	856

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Belpointe Asset Management's SGOV Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 65% in Q2 2026, buying an estimated $2.74M and bringing the position to 69,517 shares worth $7M. The position accounts for 0.23% of the portfolio, ranked #81.

Belpointe Asset Management first reported a position in SGOV in Q4 2021 and has held it in 19 quarters since. The position peaked at $78.7M in Q1 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Belpointe Asset Management held 69,517 shares of iShares 0-3 Month Treasury Bond ETF worth $7M as of Q2 2026.
Belpointe Asset Management bought 27,303 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.74M.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of Belpointe Asset Management's portfolio in Q2 2026, its #81 holding.
Belpointe Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Belpointe Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $78.7M in Q1 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.