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

Claro 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	$3.49M	Sell	34,632 -1,859	-5%	-$187K	0.37%	54
2026 Q1	$3.67M	Buy	36,491 +7,226	+25%	+$726K	0.44%	50
2025 Q4	$2.94M	Buy	29,265 +164	+0.6%	+$16.5K	0.4%	52
2025 Q3	$2.93M	Buy	29,101 +8,385	+40%	+$843K	0.43%	48
2025 Q2	$2.09M	Buy	20,716 +1,827	+10%	+$184K	0.34%	65
2025 Q1	$1.9M	Buy	18,889 +16,714	+768%	+$1.68M	0.25%	70
2024 Q4	$218K	Sell	2,175 -224	-9%	-$22.5K	0.03%	446
2024 Q3	$242K	Sell	2,399 -1,122	-32%	-$113K	0.03%	435
2024 Q2	$355K	Buy	3,521 +865	+33%	+$86.9K	0.06%	289
2024 Q1	$267K	Sell	2,656 -6,811	-72%	-$685K	0.05%	345
2023 Q4	$949K	Buy	+9,467	New	+$951K	0.21%	109

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

Claro Advisors's SGOV Position: Q2 2026 in Review

Claro Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.1% in Q2 2026, selling an estimated $187K and leaving 34,632 shares worth $3.49M. The position accounts for 0.37% of the portfolio, ranked #54.

Claro Advisors first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.67M in Q1 2026. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Claro Advisors held 34,632 shares of iShares 0-3 Month Treasury Bond ETF worth $3.49M as of Q2 2026.
Claro Advisors sold 1,859 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $187K.
iShares 0-3 Month Treasury Bond ETF made up 0.37% of Claro Advisors's portfolio in Q2 2026, its #54 holding.
Claro Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Claro Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.67M in Q1 2026.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.