Envestnet Portfolio Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Envestnet Portfolio Solutions’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	$5.18M	Sell	51,477 -16,347	-24%	-$1.64M	0.02%	323
2026 Q1	$6.83M	Sell	67,824 -134,394	-66%	-$13.5M	0.04%	237
2025 Q4	$20.3M	Buy	202,218 +5,305	+3%	+$533K	0.07%	140
2025 Q3	$19.8M	Buy	196,913 +19,256	+11%	+$1.94M	0.07%	134
2025 Q2	$17.9M	Sell	177,657 -1,045	-0.6%	-$105K	0.07%	139
2025 Q1	$18M	Buy	178,702 +424	+0.2%	+$42.6K	0.07%	138
2024 Q4	$17.9M	Buy	178,278 +18,400	+12%	+$1.85M	0.06%	150
2024 Q3	$16.1M	Sell	159,878 -11,846	-7%	-$1.19M	0.05%	174
2024 Q2	$17.3M	Buy	171,724 +8,189	+5%	+$823K	0.06%	160
2024 Q1	$16.5M	Buy	163,535 +10,555	+7%	+$1.06M	0.06%	160
2023 Q4	$15.3M	Buy	152,980 +7,217	+5%	+$725K	0.06%	150
2023 Q3	$14.7M	Buy	+145,763	New	+$14.6M	0.07%	142

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

Envestnet Portfolio Solutions's SGOV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, selling an estimated $1.64M and leaving 51,477 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #323.

Envestnet Portfolio Solutions first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.3M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Envestnet Portfolio Solutions held 51,477 shares of iShares 0-3 Month Treasury Bond ETF worth $5.18M as of Q2 2026.
Envestnet Portfolio Solutions sold 16,347 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.64M.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #323 holding.
Envestnet Portfolio Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $20.3M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.