Encompass More Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Encompass More Asset Management’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	$5.86M	Sell	58,220 -119,267	-67%	-$12M	0.85%	27
2026 Q1	$17.9M	Buy	177,487 +125,086	+239%	+$12.6M	2.99%	6
2025 Q4	$5.26M	Buy	52,401 +7,366	+16%	+$740K	0.97%	25
2025 Q3	$4.54M	Buy	45,035 +29,326	+187%	+$2.95M	0.87%	24
2025 Q2	$1.58M	Sell	15,709 -9,026	-36%	-$907K	0.37%	60
2025 Q1	$2.49M	Buy	24,735 +12,086	+96%	+$1.21M	0.74%	40
2024 Q4	$1.27M	Sell	12,649 -1,395	-10%	-$140K	0.42%	58
2024 Q3	$1.41M	Buy	14,044 +10,919	+349%	+$1.1M	0.54%	50
2024 Q2	$315K	Sell	3,125 -3,639	-54%	-$366K	0.22%	69
2024 Q1	$681K	Buy	6,764 +909	+16%	+$91.4K	0.56%	37
2023 Q4	$587K	Buy	+5,855	New	+$588K	0.66%	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

Encompass More Asset Management's SGOV Position: Q2 2026 in Review

Encompass More Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 67% in Q2 2026, selling an estimated $12M and leaving 58,220 shares worth $5.86M. The position accounts for 0.85% of the portfolio, ranked #27.

Encompass More Asset Management first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Encompass More Asset Management held 58,220 shares of iShares 0-3 Month Treasury Bond ETF worth $5.86M as of Q2 2026.
Encompass More Asset Management sold 119,267 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $12M.
iShares 0-3 Month Treasury Bond ETF made up 0.85% of Encompass More Asset Management's portfolio in Q2 2026, its #27 holding.
Encompass More Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Encompass More Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $17.9M in Q1 2026.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.