Citadel Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Citadel Advisors’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	$4.79M	Buy	47,600 +43,400	+1,033%	+$4.36M	﹤0.01%	4800
2026 Q1	$423K	Sell	4,200 -1,000	-19%	-$101K	﹤0.01%	9709
2025 Q4	$522K	Sell	5,200 -1,300	-20%	-$131K	﹤0.01%	8930
2025 Q3	$655K	Buy	+6,500	New	+$654K	﹤0.01%	8492

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

Citadel Advisors's SGOV Position: Q2 2026 in Review

Citadel Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, buying an estimated $1.71M and bringing the position to 135,473 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Citadel Advisors first reported a position in SGOV in Q2 2020 and has held it in 22 quarters since. The position peaked at $75.8M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Citadel Advisors held 135,473 shares of iShares 0-3 Month Treasury Bond ETF worth $13.6M as of Q2 2026.
Citadel Advisors bought 17,023 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.71M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #3098 holding.
Citadel Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2020 and has held it in 22 quarters since.
Citadel Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $75.8M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.