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

Emerald Advisors’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	$1.61M	Buy	15,992 +3,132	+24%	+$315K	0.2%	36
2026 Q1	$1.29M	Sell	12,860 -1,265	-9%	-$127K	0.16%	44
2025 Q4	$1.42M	Sell	14,125 -2,493	-15%	-$251K	0.19%	36
2025 Q3	$1.67M	Buy	16,618 +3,373	+25%	+$339K	0.22%	26
2025 Q2	$1.33M	Sell	13,245 -2,490	-16%	-$250K	0.17%	30
2025 Q1	$1.58M	Sell	15,735 -7,473	-32%	-$751K	0.21%	20
2024 Q4	$2.33M	Buy	23,208 +14,526	+167%	+$1.46M	0.32%	17
2024 Q3	$873K	Buy	8,682 +959	+12%	+$96.4K	0.13%	40
2024 Q2	$778K	Sell	7,723 -170	-2%	-$17.1K	0.12%	41
2024 Q1	$795K	Sell	7,893 -401	-5%	-$40.3K	0.14%	42
2023 Q4	$832K	Sell	8,294 -2,667	-24%	-$268K	0.16%	35
2023 Q3	$1.1M	Sell	10,961 -8,383	-43%	-$842K	0.26%	20
2023 Q2	$1.95M	Sell	19,344 -10,264	-35%	-$1.03M	0.47%	16
2023 Q1	$2.98M	Buy	29,608 +15,307	+107%	+$1.54M	0.77%	11
2022 Q4	$1.43M	Buy	+14,301	New	+$1.43M	0.4%	17

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

Emerald Advisors's SGOV Position: Q2 2026 in Review

Emerald Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, buying an estimated $315K and bringing the position to 15,992 shares worth $1.61M. The position accounts for 0.2% of the portfolio, ranked #36.

Emerald Advisors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q1 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Emerald Advisors held 15,992 shares of iShares 0-3 Month Treasury Bond ETF worth $1.61M as of Q2 2026.
Emerald Advisors bought 3,132 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $315K.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of Emerald Advisors's portfolio in Q2 2026, its #36 holding.
Emerald Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Emerald Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.98M in Q1 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.