Evermay Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Evermay Wealth 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	$1.84M	Sell	18,318 -27,813	-60%	-$2.8M	0.19%	50
2026 Q1	$4.64M	Sell	46,131 -4,076	-8%	-$410K	0.51%	25
2025 Q4	$5.04M	Buy	50,207 +10,835	+28%	+$1.09M	0.57%	24
2025 Q3	$3.96M	Buy	39,372 +719	+2%	+$72.3K	0.45%	25
2025 Q2	$3.89M	Sell	38,653 -2,565	-6%	-$258K	0.48%	24
2025 Q1	$4.15M	Sell	41,218 -8,404	-17%	-$845K	0.54%	23
2024 Q4	$4.98M	Sell	49,622 -5,455	-10%	-$548K	0.75%	22
2024 Q3	$5.55M	Sell	55,077 -198,949	-78%	-$20M	0.89%	20
2024 Q2	$25.6M	Sell	254,026 -92,582	-27%	-$9.31M	4.1%	6
2024 Q1	$34.9M	Buy	346,608 +148,215	+75%	+$14.9M	5.27%	5
2023 Q4	$19.9M	Buy	198,393 +183,751	+1,255%	+$18.5M	3.67%	7
2023 Q3	$1.47M	Buy	+14,642	New	+$1.47M	0.3%	39

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

Evermay Wealth Management's SGOV Position: Q2 2026 in Review

Evermay Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 60% in Q2 2026, selling an estimated $2.8M and leaving 18,318 shares worth $1.84M. The position accounts for 0.19% of the portfolio, ranked #50.

Evermay Wealth Management first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.9M in Q1 2024. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Evermay Wealth Management held 18,318 shares of iShares 0-3 Month Treasury Bond ETF worth $1.84M as of Q2 2026.
Evermay Wealth Management sold 27,813 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.8M.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Evermay Wealth Management's portfolio in Q2 2026, its #50 holding.
Evermay Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Evermay Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $34.9M in Q1 2024.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.