Equitable Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Equitable Holdings’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	$40.6M	Sell	403,071 -55,920	-12%	-$5.62M	0.24%	95
2026 Q1	$46.2M	Buy	458,991 +358,947	+359%	+$36.1M	0.3%	70
2025 Q4	$10M	Buy	100,044 +38,236	+62%	+$3.84M	0.07%	239
2025 Q3	$6.22M	Buy	61,808 +9,116	+17%	+$917K	0.05%	305
2025 Q2	$5.31M	Sell	52,692 -57,592	-52%	-$5.79M	0.04%	309
2025 Q1	$11.1M	Buy	110,284 +64,470	+141%	+$6.48M	0.11%	164
2024 Q4	$4.6M	Sell	45,814 -2,408	-5%	-$242K	0.04%	300
2024 Q3	$4.86M	Buy	48,222 +12,430	+35%	+$1.25M	0.05%	285
2024 Q2	$3.6M	Buy	35,792 +12,139	+51%	+$1.22M	0.04%	330
2024 Q1	$2.38M	Sell	23,653 -3,579	-13%	-$360K	0.03%	399
2023 Q4	$2.73M	Buy	27,232 +8,765	+47%	+$880K	0.03%	334
2023 Q3	$1.86M	Sell	18,467 -812	-4%	-$81.6K	0.03%	381
2023 Q2	$1.94M	Buy	19,279 +2,723	+16%	+$273K	0.03%	364
2023 Q1	$1.67M	Buy	16,556 +7,572	+84%	+$760K	0.03%	363
2022 Q4	$900K	Buy	8,984 +132	+1%	+$13.2K	0.02%	468
2022 Q3	$888K	Buy	+8,852	New	+$886K	0.02%	421
2022 Q2	–	Sell	-3,885	Closed	-$389K	–	909
2022 Q1	$389K	Buy	+3,885	New	+$389K	0.01%	638

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

Equitable Holdings's SGOV Position: Q2 2026 in Review

Equitable Holdings reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, selling an estimated $5.62M and leaving 403,071 shares worth $40.6M. The position accounts for 0.24% of the portfolio, ranked #95.

Equitable Holdings first reported a position in SGOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $46.2M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Equitable Holdings held 403,071 shares of iShares 0-3 Month Treasury Bond ETF worth $40.6M as of Q2 2026.
Equitable Holdings sold 55,920 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.62M.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Equitable Holdings's portfolio in Q2 2026, its #95 holding.
Equitable Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Equitable Holdings's iShares 0-3 Month Treasury Bond ETF position peaked at $46.2M 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.