Boothe Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Boothe Investment Group’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	$503K	Hold	5,000	–	–	0.16%	37
2026 Q1	$503K	Hold	5,000	–	–	0.16%	39
2025 Q4	$502K	Hold	5,000	–	–	0.18%	35
2025 Q3	$504K	Hold	5,000	–	–	0.18%	36
2025 Q2	$503K	Hold	5,000	–	–	0.19%	38
2025 Q1	$503K	Hold	5,000	–	–	0.23%	33
2024 Q4	$502K	Hold	5,000	–	–	0.22%	37
2024 Q3	$504K	Hold	5,000	–	–	0.23%	37
2024 Q2	$502K	Hold	5,000	–	–	0.23%	39
2024 Q1	$504K	Hold	5,000	–	–	0.25%	33
2023 Q4	$501K	Hold	5,000	–	–	0.23%	34
2023 Q3	$503K	Hold	5,000	–	–	0.25%	34
2023 Q2	$503K	Hold	5,000	–	–	0.27%	30
2023 Q1	$503K	Hold	5,000	–	–	0.27%	32
2022 Q4	$501K	Hold	5,000	–	–	0.48%	31
2022 Q3	$501K	Hold	5,000	–	–	0.32%	40
2022 Q2	$500K	Buy	+5,000	New	+$500K	0.42%	32

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

Boothe Investment Group's SGOV Position: Q2 2026 in Review

Boothe Investment Group held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 5,000 shares worth $503K. The position accounts for 0.16% of the portfolio, ranked #37.

Boothe Investment Group first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $504K in Q3 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Boothe Investment Group held 5,000 shares of iShares 0-3 Month Treasury Bond ETF worth $503K as of Q2 2026.
Boothe Investment Group left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Boothe Investment Group's portfolio in Q2 2026, its #37 holding.
Boothe Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Boothe Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $504K in Q3 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.