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

GeoWealth 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	$686K	Sell	6,821 -593	-8%	-$59.6K	0.02%	421
2026 Q1	$746K	Buy	7,414 +4,985	+205%	+$501K	0.03%	372
2025 Q4	$244K	Sell	2,429 -55	-2%	-$5.53K	0.01%	626
2025 Q3	$250K	Sell	2,484 -25	-1%	-$2.51K	0.01%	636
2025 Q2	$253K	Buy	2,509 +1,269	+102%	+$128K	0.01%	594
2025 Q1	$125K	Sell	1,240 -23,390	-95%	-$2.35M	0.01%	753
2024 Q4	$2.47M	Buy	24,630 +23,247	+1,681%	+$2.34M	0.08%	160
2024 Q3	$139K	Sell	1,383 -27,890	-95%	-$2.8M	﹤0.01%	816
2024 Q2	$2.95M	Sell	29,273 -13,148	-31%	-$1.32M	0.13%	120
2024 Q1	$4.27M	Buy	42,421 +8,458	+25%	+$850K	0.17%	107
2023 Q4	$3.4M	Buy	33,963 +22,791	+204%	+$2.29M	0.28%	82
2023 Q3	$1.13M	Buy	11,172 +7,761	+228%	+$780K	0.13%	135
2023 Q2	$344K	Sell	3,411 -27,114	-89%	-$2.72M	0.04%	203
2023 Q1	$3.07M	Buy	30,525 +27,415	+882%	+$2.75M	0.36%	53
2022 Q4	$311K	Buy	+3,110	New	+$312K	0.03%	190

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

GeoWealth Management's SGOV Position: Q2 2026 in Review

GeoWealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8% in Q2 2026, selling an estimated $59.6K and leaving 6,821 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #421.

GeoWealth Management first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.27M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

GeoWealth Management held 6,821 shares of iShares 0-3 Month Treasury Bond ETF worth $686K as of Q2 2026.
GeoWealth Management sold 593 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $59.6K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #421 holding.
GeoWealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
GeoWealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.27M in Q1 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.