First Wilshire Securities Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

First Wilshire Securities 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	$110M	Buy	1,087,949 +421,797	+63%	+$42.4M	22.55%	1
2026 Q1	$67.1M	Buy	666,152 +282,128	+73%	+$28.4M	15.11%	1
2025 Q4	$38.5M	Buy	384,024 +205,540	+115%	+$20.7M	9.7%	1
2025 Q3	$18M	Sell	178,484 -201,514	-53%	-$20.3M	4.78%	5
2025 Q2	$38.3M	Sell	379,998 -41,840	-10%	-$4.21M	10.42%	1
2025 Q1	$42.5M	Buy	421,838 +28,780	+7%	+$2.89M	12.18%	1
2024 Q4	$39.4M	Buy	393,058 +24,253	+7%	+$2.44M	10.71%	1
2024 Q3	$37.1M	Buy	368,805 +85,278	+30%	+$8.57M	10.44%	2
2024 Q2	$28.6M	Buy	283,527 +31,133	+12%	+$3.13M	8.73%	2
2024 Q1	$25.4M	Buy	252,394 +214,368	+564%	+$21.5M	7.44%	3
2023 Q4	$3.81M	Sell	38,026 -7,188	-16%	-$722K	1.23%	27
2023 Q3	$4.55M	Buy	+45,214	New	+$4.54M	1.56%	25

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

First Wilshire Securities Management's SGOV Position: Q2 2026 in Review

First Wilshire Securities Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 63% in Q2 2026, buying an estimated $42.4M and bringing the position to 1,087,949 shares worth $110M. The position accounts for 22.55% of the portfolio, ranked #1.

First Wilshire Securities Management first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

First Wilshire Securities Management held 1,087,949 shares of iShares 0-3 Month Treasury Bond ETF worth $110M as of Q2 2026.
First Wilshire Securities Management bought 421,797 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $42.4M.
iShares 0-3 Month Treasury Bond ETF made up 22.55% of First Wilshire Securities Management's portfolio in Q2 2026, its #1 holding.
First Wilshire Securities Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.