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Choreo LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Choreo LLC’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 		$1.31M Buy
12,986
+1,971
+18% +$198K 0.01% 552
2026
Q1 		$1.11M Sell
11,015
-942
-8% -$94.7K 0.01% 580
2025
Q4 		$1.2M Buy
11,957
+257
+2% +$25.8K 0.02% 534
2025
Q3 		$1.18M Sell
11,700
-400
-3% -$40.2K 0.02% 541
2025
Q2 		$1.22M Buy
12,100
+1,145
+10% +$115K 0.02% 514
2025
Q1 		$1.1M Buy
10,955
+8,171
+293% +$821K 0.02% 523
2024
Q4 		$279K Buy
+2,784
New +$280K ﹤0.01% 1222

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

Choreo LLC's SGOV Position: Q2 2026 in Review

Choreo LLC increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, buying an estimated $198K and bringing the position to 12,986 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #552.

Choreo LLC first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Choreo LLC held 12,986 shares of iShares 0-3 Month Treasury Bond ETF worth $1.31M as of Q2 2026.
  • Choreo LLC bought 1,971 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $198K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #552 holding.
  • Choreo LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.