Code Waechter’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Code Waechter’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	$11.4M	Sell	113,092 -2,657	-2%	-$267K	5.89%	4
2026 Q1	$11.7M	Buy	115,749 +5,559	+5%	+$559K	6.92%	3
2025 Q4	$11.1M	Sell	110,190 -10,237	-9%	-$1.03M	7.1%	3
2025 Q3	$12.1M	Buy	120,427 +23,868	+25%	+$2.4M	7.9%	2
2025 Q2	$9.72M	Buy	+96,559	New	+$9.71M	6.92%	3

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

Code Waechter's SGOV Position: Q2 2026 in Review

Code Waechter reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.3% in Q2 2026, selling an estimated $267K and leaving 113,092 shares worth $11.4M. The position accounts for 5.89% of the portfolio, ranked #4.

Code Waechter first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.1M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Code Waechter held 113,092 shares of iShares 0-3 Month Treasury Bond ETF worth $11.4M as of Q2 2026.
Code Waechter sold 2,657 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $267K.
iShares 0-3 Month Treasury Bond ETF made up 5.89% of Code Waechter's portfolio in Q2 2026, its #4 holding.
Code Waechter first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Code Waechter's iShares 0-3 Month Treasury Bond ETF position peaked at $12.1M in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.