Freestone Capital Holdings’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Freestone Capital Holdings’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	$1.55M	Buy	15,352 +11,997	+358%	+$1.21M	0.04%	218
2026 Q1	$338K	Buy	3,355 +1,040	+45%	+$105K	0.01%	426
2025 Q4	$232K	Sell	2,315 -1,253	-35%	-$126K	0.01%	488
2025 Q3	$359K	Buy	3,568 +304	+9%	+$30.6K	0.01%	398
2025 Q2	$329K	Sell	3,264 -36	-1%	-$3.62K	0.01%	348
2025 Q1	$332K	Sell	3,300 -93	-3%	-$9.35K	0.01%	343
2024 Q4	$340K	Sell	3,393 -72	-2%	-$7.23K	0.01%	335
2024 Q3	$349K	Buy	+3,465	New	+$348K	0.01%	338

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

Freestone Capital Holdings's SGOV Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 358% in Q2 2026, buying an estimated $1.21M and bringing the position to 15,352 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #218.

Freestone Capital Holdings first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Freestone Capital Holdings held 15,352 shares of iShares 0-3 Month Treasury Bond ETF worth $1.55M as of Q2 2026.
Freestone Capital Holdings bought 11,997 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.21M.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Freestone Capital Holdings's portfolio in Q2 2026, its #218 holding.
Freestone Capital Holdings first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.