Bragg Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bragg Financial Advisors’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	$605K	Sell	6,014 -78	-1%	-$7.84K	0.02%	272
2026 Q1	$613K	Buy	+6,092	New	+$612K	0.02%	260
2025 Q4	–	Sell	-4,148	Closed	-$418K	–	357
2025 Q3	$418K	Sell	4,148 -1,178	-22%	-$118K	0.01%	285
2025 Q2	$536K	Buy	+5,326	New	+$535K	0.02%	255

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

Bragg Financial Advisors's SGOV Position: Q2 2026 in Review

Bragg Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q2 2026, selling an estimated $7.84K and leaving 6,014 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #272.

Bragg Financial Advisors first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $613K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Bragg Financial Advisors held 6,014 shares of iShares 0-3 Month Treasury Bond ETF worth $605K as of Q2 2026.
Bragg Financial Advisors sold 78 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.84K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #272 holding.
Bragg Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Bragg Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $613K in Q1 2026.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.