Edmond de Rothschild Holding’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Edmond de Rothschild Holding’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	$69K	Hold	685	–	–	﹤0.01%	506
2026 Q1	$69K	Sell	685 -1,050	-61%	-$106K	﹤0.01%	431
2025 Q4	$174K	Hold	1,735	–	–	﹤0.01%	389
2025 Q3	$175K	Hold	1,735	–	–	﹤0.01%	397
2025 Q2	$175K	Sell	1,735 -15,726	-90%	-$1.58M	﹤0.01%	389
2025 Q1	$1.76M	Buy	17,461 +15,726	+906%	+$1.58M	0.03%	230
2024 Q4	$174K	Buy	+1,735	New	+$174K	﹤0.01%	417
2024 Q1	–	Sell	-2,541	Closed	-$255K	–	714
2023 Q4	$255K	Hold	2,541	–	–	﹤0.01%	407
2023 Q3	$256K	Sell	2,541 -4,684	-65%	-$470K	0.01%	404
2023 Q2	$727K	Buy	+7,225	New	+$725K	0.01%	352

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

Edmond de Rothschild Holding's SGOV Position: Q2 2026 in Review

Edmond de Rothschild Holding held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 685 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Edmond de Rothschild Holding first reported a position in SGOV in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q1 2025. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Edmond de Rothschild Holding held 685 shares of iShares 0-3 Month Treasury Bond ETF worth $69K as of Q2 2026.
Edmond de Rothschild Holding 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 Edmond de Rothschild Holding's portfolio in Q2 2026, its #506 holding.
Edmond de Rothschild Holding first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Edmond de Rothschild Holding's iShares 0-3 Month Treasury Bond ETF position peaked at $1.76M in Q1 2025.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.