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

Blue Square 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 		$261K Sell
2,589
-653
-20% -$65.7K 0.11% 68
2026
Q1 		$326K Buy
3,242
+1,247
+63% +$125K 0.16% 53
2025
Q4 		$200K Buy
+1,995
New +$200K 0.09% 70

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Blue Square Asset Management's SGOV Position: Q2 2026 in Review

Blue Square Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, selling an estimated $65.7K and leaving 2,589 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #68.

Blue Square Asset Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q1 2026. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Blue Square Asset Management held 2,589 shares of iShares 0-3 Month Treasury Bond ETF worth $261K as of Q2 2026.
  • Blue Square Asset Management sold 653 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $65.7K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.11% of Blue Square Asset Management's portfolio in Q2 2026, its #68 holding.
  • Blue Square Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Blue Square Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $326K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.