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Bogart Wealth LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bogart Wealth LLC’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 		$736K Buy
7,310
+733
+11% +$73.7K 0.03% 153
2026
Q1 		$662K Buy
6,577
+14
+0.2% +$1.41K 0.03% 153
2025
Q4 		$659K Sell
6,563
-2,074
-24% -$208K 0.03% 149
2025
Q3 		$870K Buy
8,637
+1,340
+18% +$135K 0.04% 134
2025
Q2 		$735K Buy
7,297
+1,394
+24% +$140K 0.03% 139
2025
Q1 		$594K Buy
5,903
+748
+15% +$75.2K 0.03% 150
2024
Q4 		$517K Sell
5,155
-11
-0.2% -$1.1K 0.02% 153
2024
Q3 		$520K Sell
5,166
-674
-12% -$67.8K 0.02% 148
2024
Q2 		$588K Buy
5,840
+633
+12% +$63.6K 0.03% 138
2024
Q1 		$524K Buy
5,207
+1,433
+38% +$144K 0.03% 137
2023
Q4 		$378K Buy
3,774
+65
+2% +$6.53K 0.02% 158
2023
Q3 		$373K Sell
3,709
-33
-0.9% -$3.31K 0.02% 154
2023
Q2 		$377K Buy
3,742
+3,692
+7,384% +$371K 0.02% 153
2023
Q1 		$5.03K Buy
+50
New +$5.02K ﹤0.01% 712

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's SGOV Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, buying an estimated $73.7K and bringing the position to 7,310 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #153.

Bogart Wealth LLC first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $870K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Bogart Wealth LLC held 7,310 shares of iShares 0-3 Month Treasury Bond ETF worth $736K as of Q2 2026.
  • Bogart Wealth LLC bought 733 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $73.7K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #153 holding.
  • Bogart Wealth LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $870K in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.