Envestnet Asset Management
SGOV icon

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

Envestnet 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 		$207M Sell
2,052,936
-310,982
-13% -$31.3M 0.05% 351
2026
Q1 		$238M Buy
2,363,918
+1,236,858
+110% +$124M 0.06% 281
2025
Q4 		$113M Buy
1,127,060
+107,706
+11% +$10.8M 0.03% 463
2025
Q3 		$103M Buy
1,019,354
+62,557
+7% +$6.29M 0.03% 498
2025
Q2 		$96.3M Sell
956,797
-270,055
-22% -$27.1M 0.03% 503
2025
Q1 		$124M Buy
1,226,852
+114,485
+10% +$11.5M 0.04% 402
2024
Q4 		$112M Sell
1,112,367
-87,571
-7% -$8.8M 0.04% 437
2024
Q3 		$121M Buy
1,199,938
+8,700
+0.7% +$875K 0.04% 420
2024
Q2 		$120M Buy
1,191,238
+51,042
+4% +$5.13M 0.04% 399
2024
Q1 		$115M Sell
1,140,196
-69,055
-6% -$6.94M 0.04% 407
2023
Q4 		$121M Sell
1,209,251
-250,422
-17% -$25.1M 0.05% 356
2023
Q3 		$147M Buy
1,459,673
+915,587
+168% +$92M 0.07% 274
2023
Q2 		$54.8M Sell
544,086
-97,697
-15% -$9.81M 0.02% 507
2023
Q1 		$64.6M Buy
641,783
+454,708
+243% +$45.6M 0.03% 427
2022
Q4 		$18.7M Buy
187,075
+98,842
+112% +$9.9M 0.01% 893
2022
Q3 		$8.85M Sell
88,233
-710,886
-89% -$71.2M 0.01% 1190
2022
Q2 		$80M Buy
799,119
+454,654
+132% +$45.5M 0.04% 333
2022
Q1 		$34.5M Buy
344,465
+338,009
+5,236% +$33.8M 0.02% 620
2021
Q4 		$646K Hold
6,456
– – ﹤0.01% 2912
2021
Q3 		$646K Sell
6,456
-550
-8% -$55K ﹤0.01% 2813
2021
Q2 		$701K Buy
7,006
+1,006
+17% +$101K ﹤0.01% 2767
2021
Q1 		$600K Sell
6,000
-18
-0.3% -$1.8K ﹤0.01% 2734
2020
Q4 		$602K Buy
+6,018
New +$602K ﹤0.01% 2562

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management's SGOV Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, selling an estimated $31.3M and leaving 2,052,936 shares worth $207M. The position accounts for 0.05% of the portfolio, ranked #351.

Envestnet Asset Management first reported a position in SGOV in Q4 2020 and has held it in 23 quarters since. The position peaked at $238M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Envestnet Asset Management held 2,052,936 shares of iShares 0-3 Month Treasury Bond ETF worth $207M as of Q2 2026.
  • Envestnet Asset Management sold 310,982 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $31.3M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.05% of Envestnet Asset Management's portfolio in Q2 2026, its #351 holding.
  • Envestnet Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Envestnet Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $238M in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.