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

Brookwood 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 		$210K Sell
2,083
-41
-2% -$4.12K 0.02% 497
2026
Q1 		$214K Sell
2,124
-41
-2% -$4.12K 0.03% 474
2025
Q4 		$217K Buy
2,165
+5
+0.2% +$502 0.03% 466
2025
Q3 		$217K Sell
2,160
-1,805
-46% -$181K 0.03% 441
2025
Q2 		$399K Sell
3,965
-636
-14% -$63.9K 0.06% 281
2025
Q1 		$463K Buy
+4,601
New +$462K 0.08% 232

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

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

Brookwood Investment Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.9% in Q2 2026, selling an estimated $4.12K and leaving 2,083 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #497.

Brookwood Investment Group first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $463K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Brookwood Investment Group held 2,083 shares of iShares 0-3 Month Treasury Bond ETF worth $210K as of Q2 2026.
  • Brookwood Investment Group sold 41 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.12K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #497 holding.
  • Brookwood Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $463K in Q1 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.