Empowered Funds’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Empowered Funds’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	$23.1M	Buy	230,432 +59	+0%	+$5.93K	0.12%	169
2026 Q1	$23.1M	Sell	230,373 -28,271	-11%	-$2.84M	0.15%	135
2025 Q4	$26M	Buy	258,644 +22,613	+10%	+$2.27M	0.44%	40
2025 Q3	$23.7M	Buy	236,031 +207,128	+717%	+$20.8M	0.24%	66
2025 Q2	$2.9M	Sell	28,903 -23,522	-45%	-$2.36M	0.03%	650
2025 Q1	$5.26M	Buy	52,425 +27,276	+108%	+$2.74M	0.07%	374
2024 Q4	$2.52M	Buy	25,149 +8,216	+49%	+$825K	0.04%	626
2024 Q3	$1.71M	Buy	+16,933	New	+$1.7M	0.03%	725
2023 Q4	–	Sell	-462,025	Closed	-$46.3M	–	1311
2023 Q3	$46.3M	Sell	462,025 -77,367	-14%	-$7.77M	1.37%	5
2023 Q2	$54M	Buy	539,392 +169,695	+46%	+$17M	1.9%	4
2023 Q1	$37.1M	Sell	369,697 -57,199	-13%	-$5.74M	2.19%	4
2022 Q4	$42.7M	Sell	426,896 -85,846	-17%	-$8.6M	2.79%	3
2022 Q3	$51.4M	Buy	512,742 +268,842	+110%	+$26.9M	4.98%	2
2022 Q2	$24.4M	Buy	+243,900	New	+$24.4M	3.15%	3

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

Empowered Funds's SGOV Position: Q2 2026 in Review

Empowered Funds increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.03% in Q2 2026, buying an estimated $5.93K and bringing the position to 230,432 shares worth $23.1M. The position accounts for 0.12% of the portfolio, ranked #169.

Empowered Funds first reported a position in SGOV in Q2 2022 and has held it in 14 quarters since. The position peaked at $54M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Empowered Funds held 230,432 shares of iShares 0-3 Month Treasury Bond ETF worth $23.1M as of Q2 2026.
Empowered Funds bought 59 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.93K.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Empowered Funds's portfolio in Q2 2026, its #169 holding.
Empowered Funds first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
Empowered Funds's iShares 0-3 Month Treasury Bond ETF position peaked at $54M in Q2 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.