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

Evoke Wealth’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	–	Sell	-4,510	Closed	-$454K	–	531
2026 Q1	$454K	Buy	+4,510	New	+$453K	0.01%	429
2024 Q3	–	Sell	-3,765	Closed	-$379K	–	422
2024 Q2	$379K	Sell	3,765 -775	-17%	-$77.9K	0.45%	49
2024 Q1	$457K	Buy	+4,540	New	+$456K	0.01%	262
2023 Q4	–	Sell	-3,939	Closed	-$397K	–	304
2023 Q3	$397K	Buy	+3,939	New	+$396K	0.01%	259

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

Evoke Wealth's SGOV Position: Q2 2026 in Review

Evoke Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 4,510 shares — an estimated $454K sold.

Evoke Wealth first reported a position in SGOV in Q3 2023 and held it in 4 quarters. The position peaked at $457K in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Evoke Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 4,510 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $454K.
Evoke Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
Evoke Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $457K in Q1 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.