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

Evolution 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 		$970K Sell
9,634
-5,502
-36% -$553K 0.57% 34
2026
Q1 		$1.52M Buy
15,136
+150
+1% +$15.1K 1.11% 20
2025
Q4 		$1.5M Sell
14,986
-2,103
-12% -$211K 1.24% 18
2025
Q3 		$1.72M Buy
17,089
+2,331
+16% +$234K 1.77% 13
2025
Q2 		$1.49M Buy
+14,758
New +$1.48M 1.83% 9

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Evolution Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 36% in Q2 2026, selling an estimated $553K and leaving 9,634 shares worth $970K. The position accounts for 0.57% of the portfolio, ranked #34.

Evolution Wealth Management first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Evolution Wealth Management held 9,634 shares of iShares 0-3 Month Treasury Bond ETF worth $970K as of Q2 2026.
  • Evolution Wealth Management sold 5,502 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $553K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.57% of Evolution Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Evolution Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.72M in Q3 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.