Cornerstone Enterprises’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cornerstone Enterprises’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	$3.79M	Sell	37,691 -2,992	-7%	-$301K	1.73%	17
2026 Q1	$4.1M	Sell	40,683 -3,402	-8%	-$342K	2.04%	13
2025 Q4	$4.43M	Sell	44,085 -124,054	-74%	-$12.5M	2.12%	13
2025 Q3	$16.9M	Buy	168,139 +2,364	+1%	+$238K	8.33%	3
2025 Q2	$16.7M	Sell	165,775 -20,049	-11%	-$2.02M	8.98%	3
2025 Q1	$18.7M	Buy	185,824 +5,260	+3%	+$529K	11.4%	3
2024 Q4	$18.1M	Sell	180,564 -75,025	-29%	-$7.54M	10.88%	2
2024 Q3	$25.7M	Sell	255,589 -5,941	-2%	-$597K	16.12%	2
2024 Q2	$26.3M	Buy	261,530 +16,247	+7%	+$1.63M	17.49%	1
2024 Q1	$24.6M	Buy	245,283 +50,145	+26%	+$5.04M	18.1%	1
2023 Q4	$19.6M	Buy	+195,138	New	+$19.6M	17.46%	1

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

Cornerstone Enterprises's SGOV Position: Q2 2026 in Review

Cornerstone Enterprises reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.4% in Q2 2026, selling an estimated $301K and leaving 37,691 shares worth $3.79M. The position accounts for 1.73% of the portfolio, ranked #17.

Cornerstone Enterprises first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.3M in Q2 2024. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cornerstone Enterprises held 37,691 shares of iShares 0-3 Month Treasury Bond ETF worth $3.79M as of Q2 2026.
Cornerstone Enterprises sold 2,992 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $301K.
iShares 0-3 Month Treasury Bond ETF made up 1.73% of Cornerstone Enterprises's portfolio in Q2 2026, its #17 holding.
Cornerstone Enterprises first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cornerstone Enterprises's iShares 0-3 Month Treasury Bond ETF position peaked at $26.3M in Q2 2024.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Enterprises's 13F filing for Q2 2026, filed 23 Jul 2026.