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Chapin Davis’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Chapin Davis’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 		$201K Buy
+2,000
New +$201K 0.04% 246
2025
Q4 		– Sell
-13,313
Closed -$1.34M – 256
2025
Q3 		$1.34M Buy
+13,313
New +$1.34M 0.33% 67

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

Chapin Davis's SGOV Position: Q2 2026 in Review

Chapin Davis opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,000 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings. This is a return to the name: Chapin Davis previously reported a position in SGOV as recently as Q3 2025.

Chapin Davis first reported a position in SGOV in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.34M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Chapin Davis held 2,000 shares of iShares 0-3 Month Treasury Bond ETF worth $201K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Chapin Davis position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of Chapin Davis's portfolio in Q2 2026, its #246 holding.
  • Chapin Davis first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Chapin Davis's iShares 0-3 Month Treasury Bond ETF position peaked at $1.34M in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.