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

Byrne 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	$75.5K	Sell	750 -250	-25%	-$25.1K	0.04%	263
2026 Q1	$101K	Buy	+1,000	New	+$101K	0.06%	224

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

Byrne Asset Management's SGOV Position: Q2 2026 in Review

Byrne Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q2 2026, selling an estimated $25.1K and leaving 750 shares worth $75.5K. The position accounts for 0.04% of the portfolio, ranked #263.

Byrne Asset Management first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $101K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Byrne Asset Management held 750 shares of iShares 0-3 Month Treasury Bond ETF worth $75.5K as of Q2 2026.
Byrne Asset Management sold 250 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $25.1K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Byrne Asset Management's portfolio in Q2 2026, its #263 holding.
Byrne Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
Byrne Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $101K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.