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

Covestor’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	$7K	Hold	70	–	–	﹤0.01%	1802
2026 Q1	$7K	Sell	70 -13	-16%	-$1.31K	﹤0.01%	1686
2025 Q4	$8K	Buy	83 +45	+118%	+$4.52K	﹤0.01%	1737
2025 Q3	$4K	Buy	+38	New	+$3.82K	﹤0.01%	1868
2024 Q2	–	Sell	-91	Closed	-$9K	–	2698
2024 Q1	$9K	Buy	91 +24	+36%	+$2.41K	0.01%	1671
2023 Q4	$7K	Sell	67 -49	-42%	-$4.92K	﹤0.01%	1731
2023 Q3	$12K	Buy	116 +72	+164%	+$7.23K	0.01%	1338
2023 Q2	$4K	Hold	44	–	–	﹤0.01%	1734
2023 Q1	$4K	Sell	44 -2	-4%	-$201	﹤0.01%	1628
2022 Q4	$5K	Hold	46	–	–	﹤0.01%	1590
2022 Q3	$5K	Buy	+46	New	+$4.61K	﹤0.01%	1508

Other funds holding SGOV

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

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Covestor's SGOV Position: Q2 2026 in Review

Covestor held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 70 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Covestor first reported a position in SGOV in Q3 2022 and has held it in 11 quarters since. The position peaked at $12K in Q3 2023. 1,113 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Covestor held 70 shares of iShares 0-3 Month Treasury Bond ETF worth $7K as of Q2 2026.
Covestor left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1802 holding.
Covestor first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 11 quarters since.
Covestor's iShares 0-3 Month Treasury Bond ETF position peaked at $12K in Q3 2023.
1,113 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.