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Drake & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Drake & Associates’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 		$3.21M Sell
31,884
-2,045
-6% -$206K 0.54% 18
2026
Q1 		$3.42M Buy
33,929
+418
+1% +$42K 0.65% 17
2025
Q4 		$3.36M Buy
33,511
+2,439
+8% +$245K 0.67% 18
2025
Q3 		$3.12M Buy
+31,072
New +$3.12M 0.65% 21

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

Drake & Associates's SGOV Position: Q2 2026 in Review

Drake & Associates reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6% in Q2 2026, selling an estimated $206K and leaving 31,884 shares worth $3.21M. The position accounts for 0.54% of the portfolio, ranked #18.

Drake & Associates first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.42M in Q1 2026. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Drake & Associates held 31,884 shares of iShares 0-3 Month Treasury Bond ETF worth $3.21M as of Q2 2026.
  • Drake & Associates sold 2,045 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $206K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.54% of Drake & Associates's portfolio in Q2 2026, its #18 holding.
  • Drake & Associates first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Drake & Associates's iShares 0-3 Month Treasury Bond ETF position peaked at $3.42M in Q1 2026.
  • 1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.