Cetera Investment Advisers’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cetera Investment Advisers’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	$223M	Buy	2,217,429 +75,208	+4%	+$7.56M	0.2%	90
2026 Q1	$216M	Buy	2,142,221 +234,797	+12%	+$23.6M	0.23%	84
2025 Q4	$191M	Sell	1,907,424 -32,842	-2%	-$3.3M	0.21%	87
2025 Q3	$195M	Sell	1,940,266 -184,930	-9%	-$18.6M	0.23%	83
2025 Q2	$214M	Buy	2,125,196 +943,581	+80%	+$94.9M	0.36%	46
2025 Q1	$119M	Buy	1,181,615 +202,709	+21%	+$20.4M	0.23%	88
2024 Q4	$98.2M	Buy	978,906 +153,003	+19%	+$15.4M	0.21%	93
2024 Q3	$83.2M	Buy	825,903 +47,402	+6%	+$4.77M	0.18%	111
2024 Q2	$78.4M	Buy	778,501 +113,149	+17%	+$11.4M	0.18%	108
2024 Q1	$67M	Buy	665,352 +505,072	+315%	+$50.8M	0.16%	125
2023 Q4	$16.1M	Sell	160,280 -26,056	-14%	-$2.62M	0.13%	147
2023 Q3	$18.8M	Buy	186,336 +166,525	+841%	+$16.7M	0.16%	124
2023 Q2	$1.99M	Buy	19,811 +323	+2%	+$32.4K	0.02%	770
2023 Q1	$1.96M	Buy	+19,488	New	+$1.96M	0.02%	738

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

Cetera Investment Advisers's SGOV Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.5% in Q2 2026, buying an estimated $7.56M and bringing the position to 2,217,429 shares worth $223M. The position accounts for 0.2% of the portfolio, ranked #90.

Cetera Investment Advisers first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cetera Investment Advisers held 2,217,429 shares of iShares 0-3 Month Treasury Bond ETF worth $223M as of Q2 2026.
Cetera Investment Advisers bought 75,208 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.56M.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of Cetera Investment Advisers's portfolio in Q2 2026, its #90 holding.
Cetera Investment Advisers first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.