Franklin Resources’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Franklin Resources’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	$509K	Buy	5,057 +4,299	+567%	+$432K	﹤0.01%	2563
2026 Q1	$76.3K	Buy	758 +754	+18,850%	+$75.8K	﹤0.01%	2965
2025 Q4	$402	Sell	4 -700	-99%	-$70.3K	﹤0.01%	3115
2025 Q3	$70.9K	Buy	704 +700	+17,500%	+$70.4K	﹤0.01%	2974
2025 Q2	$403	Hold	4	–	–	﹤0.01%	3025
2025 Q1	$403	Hold	4	–	–	﹤0.01%	2961
2024 Q4	$401	Hold	4	–	–	﹤0.01%	2917
2024 Q3	$402	Sell	4 -472	-99%	-$47.5K	﹤0.01%	2915
2024 Q2	$47.9K	Buy	476 +472	+11,800%	+$47.4K	﹤0.01%	2735
2024 Q1	$403	Hold	4	–	–	﹤0.01%	2858
2023 Q4	$401	Hold	4	–	–	﹤0.01%	2636
2023 Q3	$403	Hold	4	–	–	﹤0.01%	2657
2023 Q2	$403	Hold	4	–	–	﹤0.01%	2722
2023 Q1	$402	Hold	4	–	–	﹤0.01%	2308
2022 Q4	$401	Hold	4	–	–	﹤0.01%	2327
2022 Q3	$0	Hold	4	–	–	﹤0.01%	2396
2022 Q2	$0	Buy	+4	New	+$400	﹤0.01%	2453

Other funds holding SGOV

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

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Franklin Resources's SGOV Position: Q2 2026 in Review

Franklin Resources increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 567% in Q2 2026, buying an estimated $432K and bringing the position to 5,057 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Franklin Resources first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. 1,118 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Franklin Resources held 5,057 shares of iShares 0-3 Month Treasury Bond ETF worth $509K as of Q2 2026.
Franklin Resources bought 4,299 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $432K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2563 holding.
Franklin Resources first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,118 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.