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

EP Wealth 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	$1.11M	Buy	11,075 +3,348	+43%	+$337K	﹤0.01%	717
2026 Q1	$778K	Sell	7,727 -3,967	-34%	-$399K	﹤0.01%	722
2025 Q4	$1.17M	Buy	+11,694	New	+$1.18M	0.01%	575
2025 Q2	$5.63M	Buy	55,878 +42,227	+309%	+$4.24M	0.04%	247
2025 Q1	$1.37M	Sell	13,651 -368	-3%	-$37K	0.01%	426
2024 Q4	$1.41M	Sell	14,019 -978	-7%	-$98.2K	0.01%	419
2024 Q3	$1.51M	Sell	14,997 -77	-0.5%	-$7.74K	0.01%	409
2024 Q2	$1.52M	Buy	15,074 +1,390	+10%	+$140K	0.02%	323
2024 Q1	$1.38M	Sell	13,684 -296	-2%	-$29.8K	0.02%	320
2023 Q4	$1.4M	Buy	13,980 +3,162	+29%	+$318K	0.02%	314
2023 Q3	$1.09M	Sell	10,818 -3,340	-24%	-$335K	0.02%	314
2023 Q2	$220K	Buy	+14,158	New	+$1.42M	﹤0.01%	635

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

EP Wealth Advisors's SGOV Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 43% in Q2 2026, buying an estimated $337K and bringing the position to 11,075 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #717.

EP Wealth Advisors first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.63M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

EP Wealth Advisors held 11,075 shares of iShares 0-3 Month Treasury Bond ETF worth $1.11M as of Q2 2026.
EP Wealth Advisors bought 3,348 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $337K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #717 holding.
EP Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
EP Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $5.63M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.