Ethos Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ethos Financial Group’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	$2.68M	Sell	26,588 -1,087	-4%	-$109K	0.18%	114
2026 Q1	$2.79M	Sell	27,675 -613	-2%	-$61.6K	0.2%	105
2025 Q4	$2.84M	Sell	28,288 -27,422	-49%	-$2.76M	0.21%	106
2025 Q3	$5.61M	Buy	55,710 +36,677	+193%	+$3.69M	0.44%	60
2025 Q2	$1.92M	Sell	19,033 -19,721	-51%	-$1.98M	0.16%	121
2025 Q1	$3.89M	Hold	38,754	–	–	0.37%	64
2024 Q4	$3.89M	Sell	38,754 -885	-2%	-$88.9K	0.51%	54
2024 Q3	$3.99M	Sell	39,639 -970	-2%	-$97.5K	0.66%	38
2024 Q2	$4.09M	Sell	40,609 -8,024	-16%	-$807K	0.72%	37
2024 Q1	$4.9M	Sell	48,633 -19,339	-28%	-$1.94M	0.93%	34
2023 Q4	$6.82M	Sell	67,972 -21,194	-24%	-$2.13M	1.45%	23
2023 Q3	$9.35M	Buy	+89,166	New	+$8.96M	2.42%	12

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

Ethos Financial Group's SGOV Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.9% in Q2 2026, selling an estimated $109K and leaving 26,588 shares worth $2.68M. The position accounts for 0.18% of the portfolio, ranked #114.

Ethos Financial Group first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.35M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ethos Financial Group held 26,588 shares of iShares 0-3 Month Treasury Bond ETF worth $2.68M as of Q2 2026.
Ethos Financial Group sold 1,087 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $109K.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Ethos Financial Group's portfolio in Q2 2026, its #114 holding.
Ethos Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Ethos Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $9.35M in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.