CCWM
SGOV icon

Cassaday & Co Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cassaday & Co Wealth 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 		$12.1K Sell
120
-100
-45% -$10.1K ﹤0.01% 844
2026
Q1 		$22.1K Buy
+220
New +$22.1K ﹤0.01% 769

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

Cassaday & Co Wealth Management's SGOV Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 45% in Q2 2026, selling an estimated $10.1K and leaving 120 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Cassaday & Co Wealth Management first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.1K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Cassaday & Co Wealth Management held 120 shares of iShares 0-3 Month Treasury Bond ETF worth $12.1K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 100 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $10.1K.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #844 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $22.1K 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.