Everstar Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Everstar Asset 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	$4.32M	Buy	42,892 +12,189	+40%	+$1.23M	2.08%	6
2026 Q1	$3.09M	Sell	30,703 -2,783	-8%	-$280K	1.65%	6
2025 Q4	$3.15M	Buy	33,486 +6,057	+22%	+$609K	1.69%	6
2025 Q3	$2.76M	Buy	27,429 +1,691	+7%	+$170K	1.57%	8
2025 Q2	$2.59M	Buy	25,738 +949	+4%	+$95.4K	1.58%	10
2025 Q1	$2.5M	Sell	24,789 -4,066	-14%	-$409K	1.65%	10
2024 Q4	$2.89M	Buy	28,855 +941	+3%	+$94.5K	2.05%	6
2024 Q3	$2.81M	Buy	+27,914	New	+$2.81M	1.93%	6

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

Everstar Asset Management's SGOV Position: Q2 2026 in Review

Everstar Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 40% in Q2 2026, buying an estimated $1.23M and bringing the position to 42,892 shares worth $4.32M. The position accounts for 2.08% of the portfolio, ranked #6.

Everstar Asset Management first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Everstar Asset Management held 42,892 shares of iShares 0-3 Month Treasury Bond ETF worth $4.32M as of Q2 2026.
Everstar Asset Management bought 12,189 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.23M.
iShares 0-3 Month Treasury Bond ETF made up 2.08% of Everstar Asset Management's portfolio in Q2 2026, its #6 holding.
Everstar Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.