Gallagher Fiduciary Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Gallagher Fiduciary Advisors’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	$4.39M	Buy	43,620 +2,883	+7%	+$290K	0.14%	49
2026 Q1	$4.1M	Buy	40,737 +1,332	+3%	+$134K	0.16%	33
2025 Q4	$3.96M	Buy	39,405 +19,368	+97%	+$1.95M	0.13%	44
2025 Q3	$2.02M	Buy	20,037 +2,792	+16%	+$281K	0.07%	54
2025 Q2	$1.74M	Buy	17,245 +2,091	+14%	+$210K	0.07%	50
2025 Q1	$1.53M	Sell	15,154 -4,714	-24%	-$474K	0.05%	68
2024 Q4	$1.99M	Buy	19,868 +1,797	+10%	+$181K	0.39%	36
2024 Q3	$1.82M	Buy	18,071 +11,075	+158%	+$1.11M	0.37%	35
2024 Q2	$705K	Buy	6,996 +91	+1%	+$9.15K	0.16%	75
2024 Q1	$695K	Buy	+6,905	New	+$694K	0.02%	86

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

Gallagher Fiduciary Advisors's SGOV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.1% in Q2 2026, buying an estimated $290K and bringing the position to 43,620 shares worth $4.39M. The position accounts for 0.14% of the portfolio, ranked #49.

Gallagher Fiduciary Advisors first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Gallagher Fiduciary Advisors held 43,620 shares of iShares 0-3 Month Treasury Bond ETF worth $4.39M as of Q2 2026.
Gallagher Fiduciary Advisors bought 2,883 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $290K.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #49 holding.
Gallagher Fiduciary Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.