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

EverSource 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	$3.96M	Buy	39,365 +10,659	+37%	+$1.07M	0.13%	139
2026 Q1	$2.89M	Buy	28,706 +12,316	+75%	+$1.24M	0.09%	170
2025 Q4	$1.65M	Buy	16,390 +2,827	+21%	+$284K	0.06%	229
2025 Q3	$1.37M	Sell	13,563 -2,211	-14%	-$222K	0.05%	237
2025 Q2	$1.59M	Buy	15,774 +132	+0.8%	+$13.3K	0.07%	194
2025 Q1	$1.57M	Buy	15,642 +7,551	+93%	+$759K	0.09%	184
2024 Q4	$812K	Buy	8,091 +55	+0.7%	+$5.53K	0.05%	275
2024 Q3	$809K	Buy	8,036 +995	+14%	+$100K	0.05%	250
2024 Q2	$709K	Sell	7,041 -960	-12%	-$96.5K	0.05%	263
2024 Q1	$806K	Buy	8,001 +641	+9%	+$64.4K	0.06%	207
2023 Q4	$738K	Buy	+7,360	New	+$739K	0.07%	198
2023 Q3	–	Sell	-282	Closed	-$28.4K	–	2642
2023 Q2	$28.4K	Buy	+282	New	+$28.3K	﹤0.01%	1023

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

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

EverSource Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q2 2026, buying an estimated $1.07M and bringing the position to 39,365 shares worth $3.96M. The position accounts for 0.13% of the portfolio, ranked #139.

EverSource Wealth Advisors first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

EverSource Wealth Advisors held 39,365 shares of iShares 0-3 Month Treasury Bond ETF worth $3.96M as of Q2 2026.
EverSource Wealth Advisors bought 10,659 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.07M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #139 holding.
EverSource 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.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.