CA
SGOV icon

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

Clearstead 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 		$8.84M Buy
87,822
+513
+0.6% +$51.6K 0.08% 177
2026
Q1 		$8.79M Buy
87,309
+4,074
+5% +$410K 0.08% 177
2025
Q4 		$8.36M Sell
83,235
-2,956
-3% -$297K 0.11% 149
2025
Q3 		$8.68M Buy
86,191
+1,677
+2% +$169K 0.11% 148
2025
Q2 		$8.51M Sell
84,514
-17,200
-17% -$1.73M 0.12% 143
2025
Q1 		$10.2M Sell
101,714
-8,403
-8% -$845K 0.16% 126
2024
Q4 		$11M Sell
110,117
-2,906
-3% -$292K 0.17% 123
2024
Q3 		$11.4M Sell
113,023
-15,620
-12% -$1.57M 0.18% 117
2024
Q2 		$13M Buy
128,643
+3,264
+3% +$328K 0.22% 95
2024
Q1 		$12.6M Sell
125,379
-49,895
-28% -$5.01M 0.62% 33
2023
Q4 		$17.6M Buy
175,274
+29,275
+20% +$2.94M 0.93% 24
2023
Q3 		$14.7M Sell
145,999
-3,861
-3% -$388K 0.9% 22
2023
Q2 		$15.1M Sell
149,860
-11,724
-7% -$1.18M 0.91% 21
2023
Q1 		$16.3M Buy
161,584
+184
+0.1% +$18.5K 1.18% 14
2022
Q4 		$16.2M Buy
+161,400
New +$16.2M 1.27% 14

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

Clearstead Advisors's SGOV Position: Q2 2026 in Review

Clearstead Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.59% in Q2 2026, buying an estimated $51.6K and bringing the position to 87,822 shares worth $8.84M. The position accounts for 0.08% of the portfolio, ranked #177.

Clearstead Advisors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.6M in Q4 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Clearstead Advisors held 87,822 shares of iShares 0-3 Month Treasury Bond ETF worth $8.84M as of Q2 2026.
  • Clearstead Advisors bought 513 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $51.6K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Clearstead Advisors's portfolio in Q2 2026, its #177 holding.
  • Clearstead Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $17.6M in Q4 2023.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.