Family Investment Center’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Family Investment Center’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	$317K	Sell	3,146 -40	-1%	-$4.02K	0.05%	86
2026 Q1	$321K	Sell	3,186 -42	-1%	-$4.22K	0.06%	62
2025 Q4	$324K	Sell	3,228 -223	-6%	-$22.4K	0.07%	70
2025 Q3	$348K	Buy	3,451 +559	+19%	+$56.2K	0.07%	67
2025 Q2	$291K	Sell	2,892 -769	-21%	-$77.3K	0.07%	70
2025 Q1	$369K	Buy	3,661 +829	+29%	+$83.3K	0.09%	57
2024 Q4	$284K	Buy	2,832 +1	+0%	+$100	0.07%	73
2024 Q3	$285K	Buy	+2,831	New	+$285K	0.07%	66

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

Family Investment Center's SGOV Position: Q2 2026 in Review

Family Investment Center reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.3% in Q2 2026, selling an estimated $4.02K and leaving 3,146 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #86.

Family Investment Center first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $369K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Family Investment Center held 3,146 shares of iShares 0-3 Month Treasury Bond ETF worth $317K as of Q2 2026.
Family Investment Center sold 40 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.02K.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #86 holding.
Family Investment Center first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Family Investment Center's iShares 0-3 Month Treasury Bond ETF position peaked at $369K in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.