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

Element Wealth’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	$443K	Sell	4,402 -1,507	-26%	-$152K	0.17%	129
2026 Q1	$595K	Buy	5,909 +2	+0%	+$201	0.25%	96
2025 Q4	$593K	Buy	5,907 +2	+0%	+$201	0.24%	93
2025 Q3	$595K	Sell	5,905 -886	-13%	-$89.1K	0.26%	85
2025 Q2	$684K	Sell	6,791 -4,109	-38%	-$413K	0.31%	72
2025 Q1	$1.1M	Buy	+10,900	New	+$1.1M	0.59%	42

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

Element Wealth's SGOV Position: Q2 2026 in Review

Element Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q2 2026, selling an estimated $152K and leaving 4,402 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #129.

Element Wealth first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Element Wealth held 4,402 shares of iShares 0-3 Month Treasury Bond ETF worth $443K as of Q2 2026.
Element Wealth sold 1,507 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $152K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Element Wealth's portfolio in Q2 2026, its #129 holding.
Element Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Element Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.1M in Q1 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.