Benjamin Edwards Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Benjamin Edwards Inc’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	$9.62M	Sell	95,538 -29,738	-24%	-$2.99M	0.09%	236
2026 Q1	$12.6M	Buy	125,276 +117,645	+1,542%	+$11.8M	0.13%	179
2025 Q4	$766K	Sell	7,631 -2,221	-23%	-$223K	0.01%	805
2025 Q3	$992K	Sell	9,852 -19,462	-66%	-$1.96M	0.01%	696
2025 Q2	$2.95M	Sell	29,314 -929	-3%	-$93.4K	0.04%	377
2025 Q1	$3.04M	Buy	30,243 +1,648	+6%	+$166K	0.04%	335
2024 Q4	$2.87M	Buy	28,595 +501	+2%	+$50.3K	0.04%	359
2024 Q3	$2.83M	Buy	+28,094	New	+$2.82M	0.04%	362

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

Benjamin Edwards Inc's SGOV Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, selling an estimated $2.99M and leaving 95,538 shares worth $9.62M. The position accounts for 0.09% of the portfolio, ranked #236.

Benjamin Edwards Inc first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.6M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Benjamin Edwards Inc held 95,538 shares of iShares 0-3 Month Treasury Bond ETF worth $9.62M as of Q2 2026.
Benjamin Edwards Inc sold 29,738 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.99M.
iShares 0-3 Month Treasury Bond ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #236 holding.
Benjamin Edwards Inc first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's iShares 0-3 Month Treasury Bond ETF position peaked at $12.6M 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.