CWA Asset Management Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CWA Asset Management Group’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	$5.68M	Buy	56,432 +7,515	+15%	+$756K	0.17%	128
2026 Q1	$4.92M	Sell	48,917 -14,572	-23%	-$1.46M	0.17%	132
2025 Q4	$6.37M	Buy	63,489 +7,615	+14%	+$765K	0.23%	94
2025 Q3	$5.63M	Sell	55,874 -78,632	-58%	-$7.91M	0.21%	99
2025 Q2	$13.5M	Buy	134,506 +20,720	+18%	+$2.08M	0.57%	33
2025 Q1	$11.5M	Buy	113,786 +19,226	+20%	+$1.93M	0.55%	37
2024 Q4	$9.49M	Sell	94,560 -13,231	-12%	-$1.33M	0.48%	48
2024 Q3	$10.9M	Buy	+107,791	New	+$10.8M	0.58%	44
2024 Q1	$14.3M	Sell	141,659 -46,338	-25%	-$4.66M	0.87%	31
2023 Q4	$18.9M	Buy	187,997 +17,935	+11%	+$1.8M	1.29%	16
2023 Q3	$17.1M	Buy	170,062 +91,630	+117%	+$9.2M	1.26%	15
2023 Q2	$7.89M	Buy	+78,432	New	+$7.88M	0.54%	47

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

CWA Asset Management Group's SGOV Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q2 2026, buying an estimated $756K and bringing the position to 56,432 shares worth $5.68M. The position accounts for 0.17% of the portfolio, ranked #128.

CWA Asset Management Group first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $18.9M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

CWA Asset Management Group held 56,432 shares of iShares 0-3 Month Treasury Bond ETF worth $5.68M as of Q2 2026.
CWA Asset Management Group bought 7,515 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $756K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of CWA Asset Management Group's portfolio in Q2 2026, its #128 holding.
CWA Asset Management Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
CWA Asset Management Group's iShares 0-3 Month Treasury Bond ETF position peaked at $18.9M in Q4 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.