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

Focused 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	$15.2M	Sell	151,154 -35,378	-19%	-$3.56M	1.32%	16
2026 Q1	$18.8M	Sell	186,532 -28,137	-13%	-$2.83M	1.95%	9
2025 Q4	$21.5M	Sell	214,669 -47,543	-18%	-$4.78M	2.25%	9
2025 Q3	$26.4M	Buy	262,212 +7,048	+3%	+$709K	2.81%	8
2025 Q2	$25.7M	Sell	255,164 -50,763	-17%	-$5.1M	3.11%	6
2025 Q1	$30.8M	Sell	305,927 -41,518	-12%	-$4.17M	4.16%	5
2024 Q4	$34.9M	Sell	347,445 -17,287	-5%	-$1.74M	4.7%	4
2024 Q3	$36.7M	Sell	364,732 -21,433	-6%	-$2.15M	4.78%	4
2024 Q2	$38.9M	Buy	386,165 +79,797	+26%	+$8.02M	5.56%	4
2024 Q1	$30.9M	Buy	306,368 +15,332	+5%	+$1.54M	4.74%	4
2023 Q4	$29.2M	Buy	291,036 +28,705	+11%	+$2.88M	4.8%	4
2023 Q3	$26.4M	Buy	+262,331	New	+$26.3M	4.66%	4

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

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

Focused Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2026, selling an estimated $3.56M and leaving 151,154 shares worth $15.2M. The position accounts for 1.32% of the portfolio, ranked #16.

Focused Wealth Management first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $38.9M in Q2 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Focused Wealth Management held 151,154 shares of iShares 0-3 Month Treasury Bond ETF worth $15.2M as of Q2 2026.
Focused Wealth Management sold 35,378 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.56M.
iShares 0-3 Month Treasury Bond ETF made up 1.32% of Focused Wealth Management's portfolio in Q2 2026, its #16 holding.
Focused Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Focused Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $38.9M in Q2 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.